Finding Acquire Clients

Once a user has completed the Acquire questionnaire, you should recieve an email notification and they will be uploaded to the client manager.

These will be mixed in with existing clients, but you can either search for them with the search bar, or use the filter button to select Acquire clients only:

Once you have selected a client, you will be able to add new documents for them with Arken Professional - or view the existing Acquire document

• Related Articles

• Setting up the Acquire Link

  This link is for you to give out to your clients. When they click it they will be taken to the Homepage of your Acquire tool. You can add this link onto your website, emails, social media etc. Give it a try yourself by selecting the link and ...

• Accessing your Acquire Settings

  To access your Acquire Settings, first make sure you have an active subscription, the correct permissions and log into the Dashboard. Once logged in, please select Settings on the left, then Product settings: Please then select Arken Acquire to ...

• Styling & Domain

  To amend your Acquire Company details, please first access the Acquire settings. This section will allow you to control the look and feel of your Acquire link. Logo - Please use the 'Choose a file' button to upload a logo. Please make sure it matches ...

• Company Details

  To amend your Acquire Company details, please first access the Acquire settings. Please then navigate to the Company Details section, this section will allow you to amend the Company Name, Address, Phone number and Email which displays on your ...

• Blurb

  To amend your Acquire Company details, please first access the Acquire settings. The Blurb section will allow you to control what custom Text you have on your Acquire link. Welcome Text - This is what the user will be greeted with when they first ...