Editing a Compliance Document on the Client Profile
To edit or update a compliance document on 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. | Double click on the document to be viewed. |
| 5. | Enter the updated or new information. |
| 6. | Click Save. |
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