Steps on Withdrawing Assets/ Initiating a transaction:

This process consists of three key steps. Firstly, either a member, admin, or owner initiates the transaction. Next, the transaction proceeds through a second and/or third initiation, depending on the number of initiators set during the wallet creation. The last approver must complete a liveness check to verify their identity, after which the transaction initiation is successfully completed.

Access the Platform:

• Log in to the custody platform
• Navigate to the Vaults UI.

Initiate Transaction:

• Click the "Send" button, either from the home page or within a specific wallet on the Wallet page.
  

Whitelisting an Address

• To send to a new address, first whitelist it.
• Access the "Settings" menu from the dashboard or sidebar.
• In "Settings", find the "Policy Rules" section and click “Add” to start the Whitelist Address process.

Transaction Details:

• Select an existing wallet.
• Choose the target address in the "To" field. Note: You can only send it to a whitelisted address.
• Pick the desired digital asset from the wallet's available options.
• Enter the transaction amount and, if needed, add notes or memos.
• After Pop-up:
• Select VASP & Continue: Choose the VASP and proceed.
• Originator PII: Enter the originator's PII, then continue.
• Beneficiary Details: Fill in beneficiary information, then click "Save & Continue"
• Follow the 2FA verification process.
• Successful initiation of the transaction.

Quorum Approval & Final Initiator Confirmation:

• After obtaining quorum approval, the initiator needs to complete the liveliness check to complete the transaction initiation process.