Getting Started with Anchor
Here's everything you need to get started
By Anchor and 1 other2 authors14 articles
- Setting up your Anchor accountComplete these four steps to set up your Anchor account
- Dashboard overviewKeep track of your business performance with the Anchor dashboard
- Payments in AnchorThis article details the payment methods and price structure of Anchor's services. No subscription fees, simply pay as you go
- Managing agreementsAn overview of agreement notifications, the agreement page’s layout, and the quick actions menu.
- Proposals overviewAn overview of proposal statuses, the page layout, and the quick actions menu.
- Invoices overviewAn overview of Invoice statuses, filters, and other actions.
- Payouts overviewAn overview of the Payouts page, its layout, and additional information.
- Manage contactsKeep track of leads and clients, all in one place.
- Best practices for onboarding your existing clients to AnchorDiscover best practices for onboarding your clients to Anchor, including effective communication strategies and setting up payment methods.
- Archive and delete contacts in bulkLearn more about archiving and deleting contacts, including how to bulk archive or delete multiple contacts at once.
KYB
All information about how to complete the KYB (Know Your Business) verification.
- KYB process overviewEverything you need to know about Know Your Business verification in Anchor
- How do I complete KYB if I am operating under a DBA?How to complete the KYB process if your business operates under a DBA name.
- Why does Anchor require my full SSN?Why a full Social Security Number is required for identity verification during KYB.
- What to check if your KYB document upload fails.Steps to take if your business registration document fails to upload during the KYB process.