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Credit & Risk
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How to monitor a company
How to access the Monitoring dashboard from Creditsafe.
The Monitoring Menu explained.
A guide to the Monitoring Home Tab
How to create a new Monitoring portfolio
How to edit a Monitoring portfolio, including import and sync from file.
How to share your Monitoring portfolio with another team member.
How to customise your Notification Rules in Monitoring.
How to create a new portfolio export in Monitoring
How to view or manage previous and scheduled portfolio exports.
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