Getting Started
Introduction to Zato · Prerequisites & System Requirements · Glossary of Key Terms
- Introduction to ZatoWhat Zato is, and how it fits into your firm's compliance workflow.
- Getting StartedFind your way around the left navigation and the controls on every screen.
- Prerequisites & System RequirementsWhat you need before you start using Zato.
- Glossary of Key TermsQuick definitions for terms used throughout Zato and this help centre.
- Zato Onboarding Readiness Checklist Please have the following ready so we can complete setup quickly and spend the session getting your team into Zato.
- Setting Up Your Firm on ZatoComplete your firm’s setup form, sign in and connect your first integrations.
- Help & Support, Share Feedback and Tickets & RequestsGet help, send feedback and track your support tickets without leaving Zato.