compliance_docs

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compliance_docs [2016/07/22 08:31] – created euancompliance_docs [2016/08/08 14:04] ivan
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 To access this feature in the Person form, scroll down the sidebar.\\ \\ To access this feature in the Person form, scroll down the sidebar.\\ \\
 Compliance documents can be created in:-\\ Compliance documents can be created in:-\\
-Person form – Documents – Select document - Copy to Compliance OR Drag a document into Compliance Documents.+Person form – Documents – Select document - Copy to Compliance **OR** Drag a document into Compliance Documents.
 Select all or part of the document - Save Compliance - Select Document Type – Complete Compliance document questionnaire.\\ Select all or part of the document - Save Compliance - Select Document Type – Complete Compliance document questionnaire.\\
  
  • compliance_docs.txt
  • Last modified: 2023/10/06 13:44
  • by Viola Scott