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.

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