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This shows you the differences between two versions of the page.

--- separationofcompliancedocsanddocs [2016/07/22 08:30] – created euan
+++ separationofcompliancedocsanddocs [2016/07/22 08:31] (current) – removed euan
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-==== Separation of Compliance Docs and Docs ====
-This feature separates out Compliance Documents by document type.\\ \\
-To access this feature in the Person form, scroll down the sidebar.\\ \\
-Compliance documents can be created in:-\\
-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.\\
-{{ :2-3-5-a1.png?460x0 |}}
-Compliance documents are saved as pdf documents. A pdf copy of the compliance document will be saved in Compliance Documents.\\
-{{ :2-3-5-a4.png?460x0 |}}
-Compliance documents may be redacted. Select the document – Redact – Select the Black or White button - Click and hold down the left mouse key to drag a square over part of the document – Save and Close.\\ \\
-{{ :2-3-5-a6.png?460x0 |}}
-Redacted documents have a file type R in Compliance Documents.
-{{ :2-3-5-a7.png |}}
-\\ \\
-This feature may require System Administrator setup.