Getting Started
New to Workflow? Start here — from account setup to completing your first AML case.
11 articles
- What is Workflow?Understand what APLYID Workflow is and how it supports your AML process.
- APLY Academy: AML Training ModulesThis article explains what the APLY Academy covers and its usefulness for your whole team.
- Who can see my cases? Understanding case visibility in WorkflowLearn how case visibility works in Workflow — Agents see only their own cases, while Admins and AML Supervisors have full team visibility.
- How to add Workflow to your home screenSave Workflow to your home screen so it opens instantly like an app — instructions for iPhone (Safari), Android (Chrome), and desktop (Chrome).
- Understanding your Workflow dashboardYour Workflow dashboard is your compliance command centre — it shows you the current state of all your cases at a glance so you always know what needs attention today.
- How to set up your Workflow accountCreating your APLYiD account and getting started with Workflow
- How to manage your team in APLYiDThis article covers how to invite other team members to your APLYiD Workflow Account
- Quick start: Complete your first AML caseYour first AML case takes around 5 minutes to set up. Once you create a case, add your client, send their verification request, and complete a risk assessment. This article…
- How do I play APLYdle?APLYidle is APLYiD's own take on the classic word game Wordle, built right into the platform for a bit of fun between tasks.
- How can I access training resources for my team in APLYiD?
- Can I access APLYiD Academy and related features, and what are my options if I'm currently on a Pay As You Go (PAYG) plan?