Adding a Compliance Document to the Client Profile
To add a compliance document to a client’s profile:
| 1. | Navigate to the Client Search screen. |
Main Menu > Client
| 2. | Locate and double click on the client using the search filters. |
| 3. | Click Compliance. |
| 4. | Click Add New Compliance Document. |
| 5. | Click on the document type to be added. |
| 6. | Click Close. |
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