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.

Compliance documents are saved as pdf documents. A pdf copy of the compliance document will be saved in Compliance Documents.

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.

Redacted documents have a file type R in Compliance Documents.

This feature may require System Administrator setup.

  • compliance_docs.txt
  • Last modified: 2017/12/01 16:35
  • (external edit)