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compliance_docs [2016/07/22 08:31] – created euan | compliance_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 |
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.\\ | ||