[{"data":1,"prerenderedAt":771},["ShallowReactive",2],{"navigation":3,"\u002Fautres\u002Ffaq":456,"\u002Fautres\u002Ffaq-surround":767},[4,434,443],{"title":5,"path":6,"stem":7,"children":8,"page":433},"Pages","\u002Fpages","1.pages",[9,13,17,21,25,29,33,37,41,45,49,53,57,61,65,69,73,77,81,85,89,93,97,101,105,109,113,117,121,125,129,133,137,141,145,149,153,157,161,165,169,173,177,181,185,189,193,197,201,205,209,213,217,221,225,229,233,237,241,245,249,253,257,261,265,269,273,277,281,285,289,293,297,301,305,309,313,317,321,325,329,333,337,341,345,349,353,357,361,365,369,373,377,381,385,389,393,397,401,405,409,413,417,421,425,429],{"title":10,"path":11,"stem":12},"Accueil","\u002Fpages\u002Faccueil","1.pages\u002Faccueil",{"title":14,"path":15,"stem":16},"Agrégation Général","\u002Fpages\u002Faggregation","1.pages\u002Faggregation",{"title":18,"path":19,"stem":20},"Agrégation Bancaire","\u002Fpages\u002Faggregation-banking","1.pages\u002Faggregation-banking",{"title":22,"path":23,"stem":24},"Agrégation Contrats","\u002Fpages\u002Faggregation-contracts","1.pages\u002Faggregation-contracts",{"title":26,"path":27,"stem":28},"Agrégation Assurance","\u002Fpages\u002Faggregation-insurance","1.pages\u002Faggregation-insurance",{"title":30,"path":31,"stem":32},"Agrégation Produits Cotés","\u002Fpages\u002Faggregation-listed-products","1.pages\u002Faggregation-listed-products",{"title":34,"path":35,"stem":36},"Agrégation Orphelins","\u002Fpages\u002Faggregation-orphans","1.pages\u002Faggregation-orphans",{"title":38,"path":39,"stem":40},"Agrégation Partenaires","\u002Fpages\u002Faggregation-partners","1.pages\u002Faggregation-partners",{"title":42,"path":43,"stem":44},"Agrégation Immobilier","\u002Fpages\u002Faggregation-real-estate","1.pages\u002Faggregation-real-estate",{"title":46,"path":47,"stem":48},"Agrégation Compte Titre","\u002Fpages\u002Faggregation-securities-account","1.pages\u002Faggregation-securities-account",{"title":50,"path":51,"stem":52},"Agrégation Produits Non Cotés","\u002Fpages\u002Faggregation-unlisted-products","1.pages\u002Faggregation-unlisted-products",{"title":54,"path":55,"stem":56},"Agrégation Météo","\u002Fpages\u002Faggregation-weather","1.pages\u002Faggregation-weather",{"title":58,"path":59,"stem":60},"Catalogue","\u002Fpages\u002Fcatalog","1.pages\u002Fcatalog",{"title":62,"path":63,"stem":64},"Catalogue Index Contrats","\u002Fpages\u002Fcatalog-envelopes","1.pages\u002Fcatalog-envelopes",{"title":66,"path":67,"stem":68},"Catalogue Contrat","\u002Fpages\u002Fcatalog-envelopes-envelopeid","1.pages\u002Fcatalog-envelopes-envelopeid",{"title":70,"path":71,"stem":72},"Catalogue Index Partenaires","\u002Fpages\u002Fcatalog-partners","1.pages\u002Fcatalog-partners",{"title":74,"path":75,"stem":76},"Catalogue Partenaire","\u002Fpages\u002Fcatalog-partners-partnerid","1.pages\u002Fcatalog-partners-partnerid",{"title":78,"path":79,"stem":80},"Catalogue Index Produits","\u002Fpages\u002Fcatalog-products","1.pages\u002Fcatalog-products",{"title":82,"path":83,"stem":84},"Catalogue Produit","\u002Fpages\u002Fcatalog-products-productid","1.pages\u002Fcatalog-products-productid",{"title":86,"path":87,"stem":88},"Index Clients","\u002Fpages\u002Fclients","1.pages\u002Fclients",{"title":90,"path":91,"stem":92},"Client Admin","\u002Fpages\u002Fclients-clientid-admin","1.pages\u002Fclients-clientid-admin",{"title":94,"path":95,"stem":96},"Client Agrégation","\u002Fpages\u002Fclients-clientid-aggregation","1.pages\u002Fclients-clientid-aggregation",{"title":98,"path":99,"stem":100},"Client Conformité","\u002Fpages\u002Fclients-clientid-compliance","1.pages\u002Fclients-clientid-compliance",{"title":102,"path":103,"stem":104},"Client Placements","\u002Fpages\u002Fclients-clientid-contracts","1.pages\u002Fclients-clientid-contracts",{"title":106,"path":107,"stem":108},"Client Drive","\u002Fpages\u002Fclients-clientid-drive","1.pages\u002Fclients-clientid-drive",{"title":110,"path":111,"stem":112},"Client Propositions","\u002Fpages\u002Fclients-clientid-proposals","1.pages\u002Fclients-clientid-proposals",{"title":114,"path":115,"stem":116},"Client QCF","\u002Fpages\u002Fclients-clientid-qcf","1.pages\u002Fclients-clientid-qcf",{"title":118,"path":119,"stem":120},"Client QCF Détaillé","\u002Fpages\u002Fclients-clientid-qcf-qcfformid","1.pages\u002Fclients-clientid-qcf-qcfformid",{"title":122,"path":123,"stem":124},"Client QPR","\u002Fpages\u002Fclients-clientid-qpr","1.pages\u002Fclients-clientid-qpr",{"title":126,"path":127,"stem":128},"Client QPR Détaillé","\u002Fpages\u002Fclients-clientid-qpr-qprformid","1.pages\u002Fclients-clientid-qpr-qprformid",{"title":130,"path":131,"stem":132},"Client Données","\u002Fpages\u002Fclients-clientid-sheet","1.pages\u002Fclients-clientid-sheet",{"title":134,"path":135,"stem":136},"Client Signatures","\u002Fpages\u002Fclients-clientid-signatures","1.pages\u002Fclients-clientid-signatures",{"title":138,"path":139,"stem":140},"Index Placements","\u002Fpages\u002Fcontracts","1.pages\u002Fcontracts",{"title":142,"path":143,"stem":144},"Placement Général","\u002Fpages\u002Fcontracts-contractid","1.pages\u002Fcontracts-contractid",{"title":146,"path":147,"stem":148},"Placement Admin","\u002Fpages\u002Fcontracts-contractid-admin","1.pages\u002Fcontracts-contractid-admin",{"title":150,"path":151,"stem":152},"Index Contrats","\u002Fpages\u002Fenvelopes","1.pages\u002Fenvelopes",{"title":154,"path":155,"stem":156},"Contrat Général","\u002Fpages\u002Fenvelopes-envelopeid","1.pages\u002Fenvelopes-envelopeid",{"title":158,"path":159,"stem":160},"Contrat Admin","\u002Fpages\u002Fenvelopes-envelopeid-admin","1.pages\u002Fenvelopes-envelopeid-admin",{"title":162,"path":163,"stem":164},"Contrat Documents","\u002Fpages\u002Fenvelopes-envelopeid-documents","1.pages\u002Fenvelopes-envelopeid-documents",{"title":166,"path":167,"stem":168},"Contrat Images","\u002Fpages\u002Fenvelopes-envelopeid-images","1.pages\u002Fenvelopes-envelopeid-images",{"title":170,"path":171,"stem":172},"Contrat KYC","\u002Fpages\u002Fenvelopes-envelopeid-kyc","1.pages\u002Fenvelopes-envelopeid-kyc",{"title":174,"path":175,"stem":176},"Contrat Produits","\u002Fpages\u002Fenvelopes-envelopeid-products","1.pages\u002Fenvelopes-envelopeid-products",{"title":178,"path":179,"stem":180},"Contrat Caractéristiques","\u002Fpages\u002Fenvelopes-envelopeid-sheet","1.pages\u002Fenvelopes-envelopeid-sheet",{"title":182,"path":183,"stem":184},"Index Séries","\u002Fpages\u002Findices","1.pages\u002Findices",{"title":186,"path":187,"stem":188},"Série Général","\u002Fpages\u002Findices-indiceid","1.pages\u002Findices-indiceid",{"title":190,"path":191,"stem":192},"Série Admin","\u002Fpages\u002Findices-indiceid-admin","1.pages\u002Findices-indiceid-admin",{"title":194,"path":195,"stem":196},"Index Émetteurs","\u002Fpages\u002Fissuers","1.pages\u002Fissuers",{"title":198,"path":199,"stem":200},"Émetteur Général","\u002Fpages\u002Fissuers-issuerid","1.pages\u002Fissuers-issuerid",{"title":202,"path":203,"stem":204},"Émetteur Admin","\u002Fpages\u002Fissuers-issuerid-admin","1.pages\u002Fissuers-issuerid-admin",{"title":206,"path":207,"stem":208},"Connexion","\u002Fpages\u002Flogin","1.pages\u002Flogin",{"title":210,"path":211,"stem":212},"Index Partenaires","\u002Fpages\u002Fpartners","1.pages\u002Fpartners",{"title":214,"path":215,"stem":216},"Partenaire Admin","\u002Fpages\u002Fpartners-partenerid-admin","1.pages\u002Fpartners-partenerid-admin",{"title":218,"path":219,"stem":220},"Partenaire Général","\u002Fpages\u002Fpartners-partnerid","1.pages\u002Fpartners-partnerid",{"title":222,"path":223,"stem":224},"Partenaire Contacts","\u002Fpages\u002Fpartners-partnerid-contacts","1.pages\u002Fpartners-partnerid-contacts",{"title":226,"path":227,"stem":228},"Partenaire Contact","\u002Fpages\u002Fpartners-partnerid-contacts-partnercontactid","1.pages\u002Fpartners-partnerid-contacts-partnercontactid",{"title":230,"path":231,"stem":232},"Partenaire Images","\u002Fpages\u002Fpartners-partnerid-images","1.pages\u002Fpartners-partnerid-images",{"title":234,"path":235,"stem":236},"Contrat PENELOP Général","\u002Fpages\u002Fpenelop-contracts-penelopcontractid","1.pages\u002Fpenelop-contracts-penelopcontractid",{"title":238,"path":239,"stem":240},"Contrat PENELOP Admin","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-admin","1.pages\u002Fpenelop-contracts-penelopcontractid-admin",{"title":242,"path":243,"stem":244},"Contrat PENELOP Rapprochement","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-bind","1.pages\u002Fpenelop-contracts-penelopcontractid-bind",{"title":246,"path":247,"stem":248},"Contrat PENELOP Évènements","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-events","1.pages\u002Fpenelop-contracts-penelopcontractid-events",{"title":250,"path":251,"stem":252},"Contrat PENELOP Personnes","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-people","1.pages\u002Fpenelop-contracts-penelopcontractid-people",{"title":254,"path":255,"stem":256},"Contrat PENELOP Positions","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-positions","1.pages\u002Fpenelop-contracts-penelopcontractid-positions",{"title":258,"path":259,"stem":260},"Contrat PENELOP Supports","\u002Fpages\u002Fpenelop-contracts-penelopcontractid-supports","1.pages\u002Fpenelop-contracts-penelopcontractid-supports",{"title":262,"path":263,"stem":264},"Index Produits","\u002Fpages\u002Fproducts","1.pages\u002Fproducts",{"title":266,"path":267,"stem":268},"Produit Général","\u002Fpages\u002Fproducts-productid","1.pages\u002Fproducts-productid",{"title":270,"path":271,"stem":272},"Produit Admin","\u002Fpages\u002Fproducts-productid-admin","1.pages\u002Fproducts-productid-admin",{"title":274,"path":275,"stem":276},"Produit Documents","\u002Fpages\u002Fproducts-productid-documents","1.pages\u002Fproducts-productid-documents",{"title":278,"path":279,"stem":280},"Produit Images","\u002Fpages\u002Fproducts-productid-images","1.pages\u002Fproducts-productid-images",{"title":282,"path":283,"stem":284},"Produit KYC","\u002Fpages\u002Fproducts-productid-kyc","1.pages\u002Fproducts-productid-kyc",{"title":286,"path":287,"stem":288},"Produit Caractéristiques","\u002Fpages\u002Fproducts-productid-sheet","1.pages\u002Fproducts-productid-sheet",{"title":290,"path":291,"stem":292},"Produit Marché Cible","\u002Fpages\u002Fproducts-productid-target","1.pages\u002Fproducts-productid-target",{"title":294,"path":295,"stem":296},"Index Propositions","\u002Fpages\u002Fproposals","1.pages\u002Fproposals",{"title":298,"path":299,"stem":300},"Proposition Général","\u002Fpages\u002Fproposals-proposalid","1.pages\u002Fproposals-proposalid",{"title":302,"path":303,"stem":304},"Proposition Admin","\u002Fpages\u002Fproposals-proposalid-admin","1.pages\u002Fproposals-proposalid-admin",{"title":306,"path":307,"stem":308},"Proposition Chat","\u002Fpages\u002Fproposals-proposalid-chat","1.pages\u002Fproposals-proposalid-chat",{"title":310,"path":311,"stem":312},"Proposition Conformité","\u002Fpages\u002Fproposals-proposalid-compliance","1.pages\u002Fproposals-proposalid-compliance",{"title":314,"path":315,"stem":316},"Proposition Contrôle Conformité","\u002Fpages\u002Fproposals-proposalid-control-compliance","1.pages\u002Fproposals-proposalid-control-compliance",{"title":318,"path":319,"stem":320},"Proposition Contrôle KYC","\u002Fpages\u002Fproposals-proposalid-control-kyc","1.pages\u002Fproposals-proposalid-control-kyc",{"title":322,"path":323,"stem":324},"Proposition Contrôle Souscription","\u002Fpages\u002Fproposals-proposalid-control-subscription","1.pages\u002Fproposals-proposalid-control-subscription",{"title":326,"path":327,"stem":328},"Proposition Documents","\u002Fpages\u002Fproposals-proposalid-documents","1.pages\u002Fproposals-proposalid-documents",{"title":330,"path":331,"stem":332},"Proposition Historique","\u002Fpages\u002Fproposals-proposalid-history","1.pages\u002Fproposals-proposalid-history",{"title":334,"path":335,"stem":336},"Proposition KYC","\u002Fpages\u002Fproposals-proposalid-kyc","1.pages\u002Fproposals-proposalid-kyc",{"title":338,"path":339,"stem":340},"Proposition MER","\u002Fpages\u002Fproposals-proposalid-mer","1.pages\u002Fproposals-proposalid-mer",{"title":342,"path":343,"stem":344},"Proposition Produit Structuré","\u002Fpages\u002Fproposals-proposalid-product","1.pages\u002Fproposals-proposalid-product",{"title":346,"path":347,"stem":348},"Proposition Signatures","\u002Fpages\u002Fproposals-proposalid-signatures","1.pages\u002Fproposals-proposalid-signatures",{"title":350,"path":351,"stem":352},"Proposition Souscription","\u002Fpages\u002Fproposals-proposalid-subscription","1.pages\u002Fproposals-proposalid-subscription",{"title":354,"path":355,"stem":356},"Index Entités De Référence","\u002Fpages\u002Freference-entities","1.pages\u002Freference-entities",{"title":358,"path":359,"stem":360},"Entité De Référence Général","\u002Fpages\u002Freference-entities-referenceentityid","1.pages\u002Freference-entities-referenceentityid",{"title":362,"path":363,"stem":364},"Entité De Référence Admin","\u002Fpages\u002Freference-entities-referenceentityid-admin","1.pages\u002Freference-entities-referenceentityid-admin",{"title":366,"path":367,"stem":368},"Index Obligations","\u002Fpages\u002Frepack-bonds","1.pages\u002Frepack-bonds",{"title":370,"path":371,"stem":372},"Obligation Général","\u002Fpages\u002Frepack-bonds-repackbondid","1.pages\u002Frepack-bonds-repackbondid",{"title":374,"path":375,"stem":376},"Obligation Admin","\u002Fpages\u002Frepack-bonds-repackbondid-admin","1.pages\u002Frepack-bonds-repackbondid-admin",{"title":378,"path":379,"stem":380},"Paramètres Général","\u002Fpages\u002Fsettings","1.pages\u002Fsettings",{"title":382,"path":383,"stem":384},"Paramètres Notifications","\u002Fpages\u002Fsettings-notifications","1.pages\u002Fsettings-notifications",{"title":386,"path":387,"stem":388},"Signatures","\u002Fpages\u002Fsignatures","1.pages\u002Fsignatures",{"title":390,"path":391,"stem":392},"Signature","\u002Fpages\u002Fsignatures-signatureid","1.pages\u002Fsignatures-signatureid",{"title":394,"path":395,"stem":396},"Index Actions","\u002Fpages\u002Fstocks","1.pages\u002Fstocks",{"title":398,"path":399,"stem":400},"Action Général","\u002Fpages\u002Fstocks-stockid","1.pages\u002Fstocks-stockid",{"title":402,"path":403,"stem":404},"Action Admin","\u002Fpages\u002Fstocks-stockid-admin","1.pages\u002Fstocks-stockid-admin",{"title":406,"path":407,"stem":408},"Action Dividendes","\u002Fpages\u002Fstocks-stockid-dividends","1.pages\u002Fstocks-stockid-dividends",{"title":410,"path":411,"stem":412},"Index Sous-jacents","\u002Fpages\u002Funderlyings","1.pages\u002Funderlyings",{"title":414,"path":415,"stem":416},"Sous-jacent Général","\u002Fpages\u002Funderlyings-underlyingid","1.pages\u002Funderlyings-underlyingid",{"title":418,"path":419,"stem":420},"Sous-jacent Admin","\u002Fpages\u002Funderlyings-underlyingid-admin","1.pages\u002Funderlyings-underlyingid-admin",{"title":422,"path":423,"stem":424},"Index Utilisateurs","\u002Fpages\u002Fusers","1.pages\u002Fusers",{"title":426,"path":427,"stem":428},"Utilisateur Général","\u002Fpages\u002Fusers-userid","1.pages\u002Fusers-userid",{"title":430,"path":431,"stem":432},"Utilisateur Activité","\u002Fpages\u002Fusers-userid-activity","1.pages\u002Fusers-userid-activity",false,{"title":435,"path":436,"stem":437,"children":438,"page":433},"Fonctionnalites","\u002Ffonctionnalites","2.fonctionnalités",[439],{"title":440,"path":441,"stem":442},"Notifications","\u002Ffonctionnalites\u002Fnotifications","2.fonctionnalités\u002Fnotifications",{"title":444,"path":445,"stem":446,"children":447,"page":433},"Autres","\u002Fautres","3.autres",[448,452],{"title":449,"path":450,"stem":451},"Remplissage des documents de souscription","\u002Fautres\u002Fdocuments-souscription","3.autres\u002Fdocuments-souscription",{"title":453,"path":454,"stem":455},"FAQ (Foire aux questions)","\u002Fautres\u002Ffaq","3.autres\u002Ffaq",{"id":457,"title":453,"body":458,"description":761,"extension":762,"meta":763,"navigation":764,"path":454,"seo":765,"stem":455,"__hash__":766},"docs\u002F3.autres\u002Ffaq.md",{"type":459,"value":460,"toc":739},"minimark",[461,466,479,483,489,493,500,504,531,535,549,553,564,568,581,585,588,592,606,610,626,630,644,648,662,666,679,683,686,690,711,715,732,736],[462,463,465],"h2",{"id":464},"comment-modifier-les-informations-de-mon-profil","Comment modifier les informations de mon profil ?",[467,468,469,470,474,475,478],"p",{},"Pour modifier les informations de votre profil, passez votre souris sur votre profil situé dans le coin supérieur droit, puis cliquez sur ",[471,472,473],"strong",{},"\"Paramètres\"",". Apportez les modifications souhaitées, puis cliquez sur ",[471,476,477],{},"\"Sauvegarder\"",".",[462,480,482],{"id":481},"comment-ajouter-une-photo-de-profil","Comment ajouter une photo de profil ?",[467,484,485,486,488],{},"Pour ajouter une photo de profil, passez votre souris sur votre profil situé dans le coin supérieur droit, puis cliquez sur ",[471,487,473],{},". Cliquez sur l'ellipse de votre profil, sélectionnez une photo sur votre ordinateur, puis téléchargez-la.",[462,490,492],{"id":491},"comment-se-déconnecter","Comment se déconnecter ?",[467,494,495,496,499],{},"Pour vous déconnecter, passez votre souris sur votre profil situé dans le coin supérieur droit, puis cliquez sur ",[471,497,498],{},"\"Déconnexion\"",". Vous serez redirigé vers la page de connexion.",[462,501,503],{"id":502},"comment-trouver-un-partenaire-produit-ou-contrat","Comment trouver un partenaire, produit ou contrat ?",[467,505,506,507,510,511,514,515,518,519,522,523,526,527,530],{},"Pour trouver un partenaire, produit ou contrat, rendez-vous dans le catalogue, puis cliquez sur ",[471,508,509],{},"\"Partenaires\"",", ",[471,512,513],{},"\"Produits\""," ou ",[471,516,517],{},"\"Contrats\"",". Utilisez la fonctionnalité ",[471,520,521],{},"\"Recherche\""," avec ",[471,524,525],{},"\"Ctrl + F\""," (Windows) ou ",[471,528,529],{},"\"⌘ + F\""," (Mac), ou utilisez les filtres disponibles dans le coin supérieur.",[462,532,534],{"id":533},"comment-modifier-un-partenaire-produit-ou-contrat","Comment modifier un partenaire, produit ou contrat ?",[467,536,537,538,541,542,510,544,514,546,548],{},"Pour modifier un partenaire, produit ou contrat, rendez-vous dans ",[471,539,540],{},"\"l'offre\""," de la barre latérale, puis cliquez sur ",[471,543,509],{},[471,545,513],{},[471,547,517],{},". Choisissez le partenaire, produit ou contrat que vous souhaitez modifier. Vous serez alors redirigé vers sa page pour y apporter vos modifications. Pensez à sauvegarder.",[462,550,552],{"id":551},"comment-ajouter-un-nouveau-client","Comment ajouter un nouveau client ?",[467,554,555,556,559,560,563],{},"Cliquez sur ",[471,557,558],{},"\"Clients\""," dans la barre latérale, puis cliquez sur ",[471,561,562],{},"\"Nouveau client +\""," et remplissez les informations requises pour le nouveau client.",[462,565,567],{"id":566},"comment-trouver-un-client-spécifique","Comment trouver un client spécifique ?",[467,569,555,570,572,573,576,577,580],{},[471,571,558],{}," dans la barre latérale, puis utilisez la fonctionnalité ",[471,574,575],{},"\"Filtrer les clients\""," ou le menu déroulant ",[471,578,579],{},"\"Types de client\""," dans le coin supérieur pour chercher un client par nom ou par type.",[462,582,584],{"id":583},"quest-ce-que-lagrégation","Qu'est-ce que l'agrégation ?",[467,586,587],{},"L'agrégation dans la fiche d'un client réunit tous les contrats associés à votre client et fournit des informations détaillées sur chacun d'eux.",[462,589,591],{"id":590},"comment-ajouter-un-fichier-relatif-à-un-client","Comment ajouter un fichier relatif à un client ?",[467,593,594,595,597,598,601,602,605],{},"Pour ajouter un fichier relatif à un client, cliquez sur ",[471,596,558],{}," dans la barre latérale. Sélectionnez votre client, puis cliquez sur l'onglet ",[471,599,600],{},"\"Drive\"",". Enfin, cliquez sur ",[471,603,604],{},"\"+ Nouveau\""," dans le coin supérieur gauche pour créer un dossier ou importer un fichier.",[462,607,609],{"id":608},"comment-envoyer-ou-faire-un-nouveau-qcf","Comment envoyer ou faire un nouveau QCF ?",[467,611,612,613,615,616,601,619,514,622,625],{},"Pour envoyer ou faire un nouveau QCF, rendez-vous dans l'onglet ",[471,614,558],{}," de la barre latérale. Sélectionnez le client avec qui vous souhaitez faire le questionnaire, puis cliquez sur l'onglet ",[471,617,618],{},"\"QCF\"",[471,620,621],{},"\"Envoyer QCF\"",[471,623,624],{},"\"Nouveau QCF\""," et suivez les instructions pour remplir le questionnaire avec votre client.",[462,627,629],{"id":628},"comment-envoyer-ou-faire-un-nouveau-qpr","Comment envoyer ou faire un nouveau QPR ?",[467,631,632,633,615,635,601,638,514,641,625],{},"Pour envoyer ou faire un nouveau QPR, rendez-vous dans l'onglet ",[471,634,558],{},[471,636,637],{},"\"QPR\"",[471,639,640],{},"\"Envoyer QPR\"",[471,642,643],{},"\"Nouveau QPR\"",[462,645,647],{"id":646},"comment-supprimer-un-client","Comment supprimer un client ?",[467,649,650,651,653,654,657,658,661],{},"Pour supprimer un client, allez dans l'onglet ",[471,652,558],{}," de la barre latérale et sélectionnez le client que vous souhaitez supprimer. Cliquez sur l'onglet ",[471,655,656],{},"\"Admin\""," de la fiche client et cliquez sur ",[471,659,660],{},"\"Supprimer\""," pour confirmer la suppression d'un client.",[462,663,665],{"id":664},"comment-modifier-les-informations-dun-client","Comment modifier les informations d'un client ?",[467,667,668,669,671,672,675,676,478],{},"Pour modifier les informations d'un client, allez dans l'onglet ",[471,670,558],{}," de la barre latérale et sélectionnez le client que vous souhaitez modifier. Allez dans l'onglet ",[471,673,674],{},"\"Données clients\"",", modifiez les champs souhaités, puis cliquez sur ",[471,677,678],{},"\"sauvegarder\"",[462,680,682],{"id":681},"quest-ce-quun-contrat-orphelin","Qu'est-ce qu'un contrat orphelin ?",[467,684,685],{},"Un contrat orphelin est un contrat qui n'est actuellement associé à aucun client dans le système ou qui dispose d'une référence client qui ne correspond pas à celle transmise par le partenaire.",[462,687,689],{"id":688},"comment-rattacher-un-contrat-orphelin-à-un-client","Comment rattacher un contrat orphelin à un client ?",[467,691,692,693,696,697,700,701,703,704,706,707,710],{},"La meilleure manière de rattacher un contrat orphelin à un client est de cliquer sur ",[471,694,695],{},"\"Agrégation\""," dans la barre latérale. Sélectionnez ensuite le contrat que vous souhaitez rattacher. Rendez-vous dans l'onglet ",[471,698,699],{},"\"Informations\""," et copiez la référence partenaire située en bas de cette fenêtre ",[471,702,699],{},". Rendez-vous ensuite dans la fiche de votre client et cliquez sur ",[471,705,674],{}," et ajoutez la référence client copiée dans l'espace ",[471,708,709],{},"\"Références partenaires\""," situé en bas de page.",[462,712,714],{"id":713},"comment-ajouter-un-signataire-à-un-client","Comment ajouter un signataire à un client ?",[467,716,717,718,720,721,723,724,727,728,731],{},"Pour ajouter un signataire à un client, rendez-vous dans l'onglet ",[471,719,558],{}," de la barre latérale. Sélectionnez le client auquel vous souhaitez ajouter un signataire. Cliquez ensuite sur l'onglet ",[471,722,674],{}," et défilez la page pour arriver sur l'encart ",[471,725,726],{},"\"Signataire\"",". Cliquez sur le bouton ",[471,729,730],{},"\"+ Ajouter un signataire\""," et laissez-vous guider par les instructions.",[462,733,735],{"id":734},"quelle-est-la-différence-entre-le-catalogue-et-loffre","Quelle est la différence entre le catalogue et l'offre ?",[467,737,738],{},"Le catalogue vous permet de consulter les produits, contrats et partenaires proposés sur la plateforme Pandor.\nL'offre vous permet de modifier les informations et éléments de ces produits, contrats et partenaires.",{"title":740,"searchDepth":741,"depth":742,"links":743},"",1,2,[744,745,746,747,748,749,750,751,752,753,754,755,756,757,758,759,760],{"id":464,"depth":742,"text":465},{"id":481,"depth":742,"text":482},{"id":491,"depth":742,"text":492},{"id":502,"depth":742,"text":503},{"id":533,"depth":742,"text":534},{"id":551,"depth":742,"text":552},{"id":566,"depth":742,"text":567},{"id":583,"depth":742,"text":584},{"id":590,"depth":742,"text":591},{"id":608,"depth":742,"text":609},{"id":628,"depth":742,"text":629},{"id":646,"depth":742,"text":647},{"id":664,"depth":742,"text":665},{"id":681,"depth":742,"text":682},{"id":688,"depth":742,"text":689},{"id":713,"depth":742,"text":714},{"id":734,"depth":742,"text":735},"Retrouvez ici toutes les réponses à vos principales questions.","md",{},true,{"title":453,"description":761},"Dh3HbNEXDW7EZb3xmia5MtKiQixM8Z7-avcjihdhdrY",[768,770],{"title":449,"path":450,"stem":451,"description":769,"children":-1},"Informations et aides relatives au remplissage des documents de souscription.",null,1787748018641]