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.

• Zendesk Designer.5.log-1117815581.zip10 KB