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  3. Sandata Agency Management
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  5. 02-Client Profile Screen
  6. 12-Compliance

Add Client Compliance Window

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Add Client Compliance Window

The Add Client Compliance window is used to add compliance documents to a client’s profile.

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Articles in this section

  • Compliance
  • Add Client Compliance Window
  • Adding a Compliance Document to the Client Profile
  • Viewing a Compliance Document on the Client Profile
  • Editing a Compliance Document on the Client Profile
  • Removing a Compliance Document from the Client Profile
Sandata.com Compliance Documentation & Reports Security & Privacy Information