Compliance Document Packs [iqx]

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==== Compliance Document Packs ====

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.\\
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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.// \\

=== Create a Document Pack ===
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Refers to Compliance - Document Packs

{{:Doc_Pack_1.png?600|}}\\ \\
  * Use the Add button to create a new line – Enter the name (this can be directly edited here at any time)
  * The Reports field has a drop down to select from.
  * Use the Departments button to select the group of Departments that will use the Pack.
  * Add a Sort Order for selection.
  * Should a Pack be made Defunct tick the box in the grid.
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Expand is for managing the Document Types to be used by the Pack.\\
{{:Doc_Pack_2.png?400|}}\\ \\

  * Use the Add button to activate a new line with drop down list of documents.
  * A Document that is not set to required will be included only if it exists.\\ \\

=== Company set up for Document Packs ===
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{{:Doc_Pack_3.png?400|}}\\ \\
Miscellaneous/Accounts Setup on the Company record SELECT the Documents Pack to be used. Only one type per client.  This will ensure that whenever a pack is sent to this client the correct pack is selected.