A document pack will consist of a number of document types (global or departmental).
A report is required to bring the documents together in the sendout. IQX will need to write.
A Pack can be associated with a variety of Departments, or all.
BEFORE a Document Pack can be created the elements need to be set up.
Document Types are set up in Agency Setup.
If you want a word document to be added to the pack that will be auto generated on the fly you need to set this up in Document Templates, Checklist.
Document Stamping Images – are set up in Compliance, Document stamps. A variety of images can be saved.
Compliance Reports - are set up in Compliance, Reports. Use the Add button to browse for the Report(s) to use. These need to be set up with IQX.
Refers to Compliance - Document Packs
Expand is for managing the Document Types to be used by the Pack.