Customisable Forms
Start with Proofdesk’s built-in system fields, then add, remove, or rearrange fields to reflect your firm’s exact requirements. Choose additional fields from text, dropdowns, checkboxes, dates, file uploads, and more all while keeping the structure needed for reporting and compliance.
Each form includes core system fields to keep Proofdesk functioning and support your STRIX AML/CFT returns. Choose additional fields from text, numbers, dates, checkboxes, dropdowns, country pickers, and file uploads.
Every firm works differently with its own terminology and workflows. Configure your forms to mirror how your team already operates so Proofdesk feels familiar from day one. As regulations shift, new services are introduced, or your internal policies evolve, Proofdesk can quickly adjust to ensure you're always capturing the right information.
Arrange fields in the order that works best for your team and update labels so they match your terminology. Mark fields as required to ensure your team collects all essential information before the form can be completed or approved. While you tailor the rest of the form, core system fields remain in place to support regulatory reporting and oversight.
By mirroring your existing processes and terminology, your team can start using Proofdesk with minimal adjustment, reducing training time and resistance to change.
As your business grows or regulations change, you can adapt your forms without costly redevelopment, keeping Proofdesk aligned with your evolving needs.
Even with customised forms, Proofdesk’s system fields ensure the information needed for regulatory reporting is always captured in a structured, reliable way.
Next Steps
or email [email protected]