Video: How to edit a Screening Configuration

Last updated: April 7, 2026

In this guide, you will learn how to edit a screening configuration in Mesh.

 

When logging in to your account, please ensure you select the correct region, which will be one of the following:

You can find the link to your region in the onboarding email you received (look for the "Welcome to ComplyAdvantage" email).

 

If you can’t find the email, don't worry! You can always contact our support team at [email protected].

1. Select the screening configuration

First, click on the screening configuration you wish to edit.

Select the screening configuration

2. Click here

Click on the three vertical dots here.

Click here

3. Click "Edit"

Select the "Edit" option.

Click 'Edit'

4. Click here

To edit the title or description of your Screening Configuration, click the pencil icon.

Click here

5. Edit the title of your Screening Configuration

Edit the title as desired.

Edit the title of your Screening Configuration

6. Edit the description of your Screening Configuration

If you also wish to edit the description, you can do so here.

Edit the description of your Screening Configuration

7. Click "Save"

To save your edits, click "Save."

Click 'Save'

8. Click "Edit"

To edit a Source Collection, select the "Edit" option next to the corresponding collection.

Click 'Edit'

9. Adjust fuzziness

You can adjust fuzziness by clicking on the dropdown and selecting an updated level.

Adjust fuzziness

10. Add new list

To add a new list, you can type in the source or location name.

Add new list

11. Select the new list

Select the list you'd like to add.

Select the new list

12. Click "Add"

By adjusting fuzziness and adding a new list, all monitored entities being screened against this screening configuration will be rescreened against these updated changes. Once you've selected all lists you'd like added (or removed), click "Add" to save changes.

Click 'Add'

13. Click "Save"

Click "Save" to finalize all changes.

Click 'Save'

We hope this guide helped you learn how to seamlessly edit a Screening Configuration in Mesh.