---
title: Where can I find easyAML system walkthrough videos?
description: Where can I find easyAML system walkthrough videos - To assist our customer to get the best results out of the easyAML platform we've created a number of video.
---

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1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au)
2. [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au)
3. [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general)

# Where can I find easyAML system walkthrough videos?

## The full list of Scribe walkthrough videos for every easyAML workflow, grouped by area, plus integrations.

To assist our customers to get the best results out of the easyAML platform we've created video walkthroughs for every major workflow. Each guide below opens the article with the embedded video and full written steps.

**Tasks**  
[Why is my task blocked?](https://knowledge.easyaml.com/why-is-my-task-blocked?hsLang=en-au)  
[Working with Tasks in easyAML](https://knowledge.easyaml.com/working-with-tasks-in-easyaml?hsLang=en-au)

**Transactions**  
[Creating/Understanding Transactions in easyAML](https://knowledge.easyaml.com/how-to-create-a-transaction?hsLang=en-au)  
[How to Add Custom Questionnaires to Send to Clients](https://knowledge.easyaml.com/how-to-add-custom-questionnaires-to-send-to-clients?hsLang=en-au)

**Entities**  
[Adding and Managing Entities (Company) in easyAML](https://knowledge.easyaml.com/working-with-legal-entities-in-easyaml-0?hsLang=en-au)  
[Adding and Managing Entities (Trust) in easyAML](https://knowledge.easyaml.com/working-with-legal-entities-in-easyaml-0-0?hsLang=en-au)  
[Adding and Managing Individuals in easyAML](https://knowledge.easyaml.com/working-with-individuals-in-easyaml-0?hsLang=en-au)  
[Creating and managing Groups](https://knowledge.easyaml.com/creating-and-managing-groups?hsLang=en-au)  
[How to Manage Trustees for a Legal Entity](https://knowledge.easyaml.com/how-to-manage-trustees-for-a-legal-entity?hsLang=en-au)  
[How to Re-link a UBO to an existing Individual in easyAML](https://knowledge.easyaml.com/how-to-re-link-a-ubo-to-an-existing-individual-in-easyaml?hsLang=en-au)  
[Reviewing an Individual KYC - Step by Step](https://knowledge.easyaml.com/reviewing-an-individual-kyc?hsLang=en-au)  
[Updating Individuals Information and Managing Outstanding KYCs](https://knowledge.easyaml.com/updating-individuals-information-and-managing-outstanding-kycs?hsLang=en-au)

**Insights**  
[Using Insights in easyAML](https://knowledge.easyaml.com/using-insights-in-easyaml?hsLang=en-au)

**Training**  
[Managing and Completing your easyAML modules](https://knowledge.easyaml.com/managing-and-completing-aml-training-modules?hsLang=en-au)  
[Setup your profile for CPD](https://knowledge.easyaml.com/set-up-your-profile-for-cpd?hsLang=en-au)

**Compliance**  
[Accessing Your ML/TF Risk Assessment](https://knowledge.easyaml.com/accessing-your-ml-tf-risk-assessment?hsLang=en-au)  
[Add Users and complete Personnel Due Diligence (PDD)](https://knowledge.easyaml.com/add-users-and-complete-personnel-due-diligence-pdd?hsLang=en-au)  
[How to Access and View AML Program Documentation](https://knowledge.easyaml.com/how-to-access-and-view-your-aml-program?hsLang=en-au)  
[How To Create, View And Export ML/TF Risk Assessments](https://knowledge.easyaml.com/how-to-create-and-view-and-export-risk-assessments?hsLang=en-au)  
[Managing Your Compliance Officer in easyAML](https://knowledge.easyaml.com/managing-your-compliance-officer-in-easyaml?hsLang=en-au)  
[Personnel Due Diligence (PDD) in EasyAML](https://knowledge.easyaml.com/personnel-due-diligence-pdd-in-easyaml?hsLang=en-au)

**Reports**  
[Creating and submitting a SMR, UAR or TTR report](https://knowledge.easyaml.com/creating-and-submitting-a-smr-uar-or-ttr-report?hsLang=en-au)  
[Reporting inside easyAML](https://knowledge.easyaml.com/reporting-inside-easyaml?hsLang=en-au)

**Account Settings**  
[Change 2FA to Authenticator App](https://knowledge.easyaml.com/change-2fa-to-authenticator-app?hsLang=en-au)  
[Choosing or changing Outsourcing to AML on Demand](https://knowledge.easyaml.com/choosing-or-changing-outsourcing-to-aml-on-demand?hsLang=en-au)  
[How To Configure Platform Notification Preferences In easyAML](https://knowledge.easyaml.com/how-to-configure-platform-notification-preferences-in-easyaml?hsLang=en-au)  
[How To Invite A New User To easyAML](https://knowledge.easyaml.com/how-to-invite-a-new-user-to-easyaml?hsLang=en-au)  
[Managing Account Settings and Billing in EasyAML](https://knowledge.easyaml.com/managing-account-settings-and-billing-in-easyaml?hsLang=en-au)  
[Navigating The Top Menu: Notifications, Support, and Sign Out](https://knowledge.easyaml.com/user-settings-top-right-menu?hsLang=en-au)  
[Whitelabelling - Setting up your business brand and logo](https://knowledge.easyaml.com/whitelabelling-setting-up-your-business-brand-and-logo?hsLang=en-au)

**Billing & Plans**  
[Choosing or changing your Subscription plan](https://knowledge.easyaml.com/choosing-or-changing-your-subscription-plan?hsLang=en-au)  
[Find and review your easyAML Client Agreement](https://knowledge.easyaml.com/find-and-review-your-easyaml-client-agreement?hsLang=en-au)  
[KYC - Choose client billing method](https://knowledge.easyaml.com/kyc-choose-client-billing-method?hsLang=en-au)  
[Update your Payment method](https://knowledge.easyaml.com/update-your-payment-method?hsLang=en-au)  
[Updating client cost receipt to recover AML costs](https://knowledge.easyaml.com/updating-client-cost-receipt-to-recover-aml-costs?hsLang=en-au)  
[Updating your Billing Info and Contact information](https://knowledge.easyaml.com/updating-your-billing-info-and-contact-information?hsLang=en-au)

**Integrations**  
[Connecting Your Slack Account to EasyAML](https://knowledge.easyaml.com/connecting-your-slack-account-to-easyaml?hsLang=en-au)  
[How to Connect XPM with easyAML](https://knowledge.easyaml.com/how-to-connect-xpm-with-easyaml?hsLang=en-au)  
[How To Create easyAML Transactions from Actionstep Matters using the easyAML button](https://knowledge.easyaml.com/how-to-create-easyaml-transactions-from-actionstep-matters?hsLang=en-au)  
[How to Import Scantek Data into easyAML](https://knowledge.easyaml.com/how-to-import-scantek-data-into-easyaml?hsLang=en-au)  
[How To Integrate And Configure Actionstep With easyAML](https://knowledge.easyaml.com/how-to-integrate-and-configure-actionstep-with-easyaml?hsLang=en-au)  
[Microsoft Teams Channels Setup Guide](https://knowledge.easyaml.com/microsoft-teams-channels-setup-guide?hsLang=en-au)  
[Working with Apps in easyAML](https://knowledge.easyaml.com/working-with-apps-in-easyaml?hsLang=en-au)

### Related articles

- [How do I Complete my AML/CTF Training?](https://knowledge.easyaml.com/how-do-i-complete-my-aml/ctf-training?hsLang=en-au)
- [How do I access my AML program?](https://knowledge.easyaml.com/how-do-i-access-my-aml-program?hsLang=en-au)
- [Getting Help with easyAML](https://knowledge.easyaml.com/getting-help-with-easyaml?hsLang=en-au)

- [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au)
- [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content)

    - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars)
    - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars)
- [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content)

    - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general)
    - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics)
    - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started)
    - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program)
    - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd)
    - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training)
    - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting)
    - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage)
    - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans)
    - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding)
    - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures)
    - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing)
    - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register)
    - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers)
- [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content)

    - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks)
    - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions)
    - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities)
    - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights)
    - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training)
    - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance)
    - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports)
    - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings)
    - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans)
- [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content)

    - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources)
    - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified)
- [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au)
- [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content)

    - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general)
    - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step)
    - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio)
    - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm)
    - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek)
- [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content)

    - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes)
- [Support](https://knowledge.easyaml.com/support?hsLang=en-au)

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