---
title: Onboarding
description: A short guided tour that points you to each core section of Copla Registry, in order, the first time you log in.
---

[Skip to content](https://support.copla.com/onboarding#main-content)

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1. [Copla Help Center](https://support.copla.com/?hsLang=en)
2. [Copla Registry](https://support.copla.com/copla-registry?hsLang=en)
3. [Getting started](https://support.copla.com/copla-registry?hsLang=en#getting-started)

# Onboarding

## A short guided tour that points you to each core section of Copla Registry, in order, the first time you log in.

#### Covered in this page

- What it is
- Before you start: import or start fresh
- The five steps
- Exiting onboarding
- Reopening onboarding

---

### What it is

Onboarding opens automatically the first time you log in. It walks through five steps, each one highlighting a section in the sidebar with a short description of what belongs there.

It does not enter or save any data on your behalf — it only shows you where to go and what each section is for.

[Back to top](https://support.copla.com/onboarding#top)

---

### Before you start: import or start fresh

The first screen asks whether you have a previous Register of Information to import as a `.zip`.

- **Import a `.zip`** takes you directly to the import screen. → See [Importing your current register](https://support.copla.com/importing-your-current-register?hsLang=en).
- **Start fresh** continues to the five-step tour below.
- **Skip for now** closes onboarding without going through either path.

You can always import a register later from the `Import` menu, regardless of which option you choose here.

[Back to top](https://support.copla.com/onboarding#top)

---

### The five steps

| Step | Section | What it covers |
| --- | --- | --- |
| 1 | `Company Details` | Your reporting entity's legal identity, group structure, and financial profile. → See [Company details](https://support.copla.com/company-company-details?hsLang=en). |
| 2 | `Functions` | Entering your critical and important functions. Contracts map to functions, so this needs to be complete before you can export. → See [Functions](https://support.copla.com/company-functions?hsLang=en). |
| 3 | `Providers` | Adding all ICT providers your firm uses, including those procured through a reseller. → See [Add/Edit Providers](https://support.copla.com/providers-add-edit?hsLang=en). |
| 4 | `Contracts` | Adding each contractual arrangement with a provider — services, functions, risk assessment outcomes, and subcontracting chain. → See [Contracts: General Information](https://support.copla.com/contracts-general-information?hsLang=en) and [Contracts: Specific Information](https://support.copla.com/contracts-specific-information?hsLang=en). |
| 5 | `Exports` | Generating an `xBRL-CSV` package for submission, with automatic validation that flags errors or inconsistencies before the file is created. |

Onboarding does not cover **`Branches`, `Arrangements`, or `Definitions`**. Complete these separately — → See [Suggested record order](https://support.copla.com/suggested-record-order?hsLang=en) for where they fit relative to the steps above.

[Back to top](https://support.copla.com/onboarding#top)

---

### Exiting onboarding

Closing onboarding partway through — using `Skip for now` or the `X` — does not save your place. The next time you open it, it starts again from Step 1.

[Back to top](https://support.copla.com/onboarding#top)

---

### Reopening onboarding

Open onboarding again anytime from the profile icon in the top right. The menu option appears as `Start onboarding` if you have not completed it yet, or `Restart onboarding` if you have.

- [Core Guardian](https://support.copla.com/core-guardian?hsLang=en#main-content)

    - [General Instructions](https://support.copla.com/core-guardian?hsLang=en#general-instructions)
    - [Additional Information](https://support.copla.com/core-guardian?hsLang=en#additional-information)
    - [Demo Platform](https://support.copla.com/core-guardian?hsLang=en#demo-platform)
    - [Integration Setups](https://support.copla.com/core-guardian?hsLang=en#integration-setups)
- [Copla Registry](https://support.copla.com/copla-registry?hsLang=en#main-content)

    - [Getting started](https://support.copla.com/copla-registry?hsLang=en#getting-started)
    - [Completing the Register](https://support.copla.com/copla-registry?hsLang=en#completing-the-register)
    - [Troubleshooting](https://support.copla.com/copla-registry?hsLang=en#troubleshooting)
    - [FAQ](https://support.copla.com/copla-registry?hsLang=en#faq)
- [VendrIQ](https://support.copla.com/vendriq?hsLang=en#main-content)

    - [Trial](https://support.copla.com/vendriq?hsLang=en#trial)
    - [Overview](https://support.copla.com/vendriq?hsLang=en#overview)

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