• Completing Registration for CENTRL
• Logging into CENTRL
• Account Lockout Policy
• Password Reset
• Changing Password in the App
• Password Policy
• Weak Passwords
• Guest Email Verification
• Blocked Countries

• Corporate Email Configuration
• Corporate Network Configuration for CENTRL

• Partner Space
• Company Logos and Vetting

• Search and Filter Attributes
• Export Table View
• Manage Table Views
• Creating Organization-Wide Views
• Table Settings
• Sorting Table Columns
• Rearranging & Resizing the Columns

• Automatic and Manual Email Notifications
• Attaching and Uploading Files on the CENTRL Platform
• Viewing Open Tickets
• Email Delivery Failure Notification
• What is CENTRL?
• Selecting The Appropriate Module: Client Connect vs Partner Connect
• What are the pricing plans offered?
• Viewing and Updating My Profile
• My Connections
• Internal and External Messaging
• Supported File types for Upload
• Supported Browsers
• Viewing your plan information
• Frequently Asked Questions
• In-App Search
• ADV Filing Comparisons
• View and Follow Form ADVs

• Quick Start Guide: Managing Partners and Assessments
• QSG: Responding to Assessments
• QSG: Responding to Issues
• Data Offload Guide

• Gaining and Granting Assessment Access

• Viewing an Assessment
• Export an Assessment for Offline Answering
• Import Offline Answers in an Assessment
• Adding and Clearing Answers
• Answering a Mandatory Question

• Viewing and Downloading All Files attached to an Assessment
• Uploading Documents to Assessments

• Assigning Questions for Answering
• Bulk-assigning Questions
• Responding to Assignments
• Add or Change Assessment Collaborators

• Question History
• Applying Filters

• Review Assessment
• Submitting Answers back to your External Partner

• Viewing Issues
• Updating the Status for a Received Issue
• Communicating with your External Partners
• Downloading Reference Documents for an Issue

• Adding an Existing User as Internal Collaborator
• Add New Collaborators "On-the-Fly"
• Add an Internal Collaborator using Internal Comments
• Removing an Internal Collaborator

• Creating Management Updates
• Editing a Management Update
• Deleting a Management Update
• Publishing Management Updates