1. Evident ID
  2. Evident Third Party Risk Management Solution
  3. Onboarding - Learning Your Way Around Evident

Your Checklist to Success

Configuration: Learn how to setup your account

  • [ ] Evident 101 A quick, friendly introduction to the Evident platform. This video gives you a high-level tour of how everything works and how the pieces fit together, so you can get comfortable with the product before jumping into setup and managing your entities.
    • ▶️  Take a Quick Tour
  • Customize Branding See how to add your logo, company name, and brand colors so entities see a familiar, branded experience when they interact with Evident.
  • Editing Emails & Setting Reminder Schedules These quick videos shows you how to edit entity-facing emails and choose reminder schedules that work best for your program, so entities know what to expect and when.
  • Adding Additional Users & Setting Roles Need to bring others into Evident? This short video shows you how to add users and set roles so your team can jump in and help.
  • Editing Your Starter Pack & Creating Risk Profiles This video shows you how to tweak your starter pack and create risk profiles that work for your organization—no need to start from scratch.
  • Assigning Risk Profiles & Custom Properties Once you’re risk profiles are complete, see how to assign your risk profiles to entities using custom properties.
    • ▶️  See How

Product Training: Learn your way around Evident

  • Evident Dashboard: Find your way around and understand the data shown This video helps you find your way around the dashboard and understand the data you’re seeing, so you know where to look and what to focus on.
    • ▶️  Take a Quick Tour
  • Adding Entities: Add your third parties to your account Ready to get started? This short video shows how easy it is to add entities and begin working with them in Evident.
  • Notification List: How to keep more entities in the loop This video walks you through setting up notification lists so entities stay in the loop without extra manual follow-up.
  • Current Status Tab: See how to view evidenced data and details about compliance Take a quick look at the Current Status tab and learn how to easily review compliance information and evidence for your entities.
  • Actions: When an entity needs additional review Not sure what to do when an Action appears? This short video shows you how to review it and move things along with confidence.
  • Grant an Exception: Learn how and what types of exceptions you can grant This video explains how exceptions work, when to use them, and how to grant them when needed.
  • Submission History: See how to view past submissions This video walks you through where to find submission history and how to review previous details when you need them.
  • Submission Link: How to find an entity submission link Need to send a submission link? This short video shows you where to find it—or how to generate a new one in just a few clicks.
  • Reporting: How to open TPRM reports This video walks you through where to find TPRM reports and how to open them when you’re ready to review data.
    • ▶️  Take a Quick Tour

Activating Your Account: How to add entities & COIs into the Evident Network

  • Need a Refresher? How to add entities This short video shows how easy it is to add entities and begin working with them in Evident.
  • Need a Refresher? How to find an entity submission link This short video shows you where to find it—or how to generate a new one in just a few clicks.
  • Adding COIs: How to add documents to Evident Network This video shows you how to upload COIs to the Evident Network and attach them to the correct entities.
    • ▶️  Take a Quick Tour

Final Review & Launch

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