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TABLE OF CONTENTS Navigating to the settings Your compliance program Custom Forms Requirements Compliance Rules Document Reader Ongoing Screenin...

TABLE OF CONTENTS What is it? Logo customisation Office-Specific Logos Colour customisation Colour Accessibility Guidelines Email Domain Customisatio...

TABLE OF CONTENTS Summary Types of emails Verification email (EIV)  Requirements email How to customise a template Template structure Dynamic fiel...

TABLE OF CONTENTS What are Custom Requirements? What user roles can create Custom Requirements? How do I Create and Edit a Custom Requirement? How do I...

TABLE OF CONTENTS Summary Which user roles can create compliance rules? Creating a compliance rule Available conditions Available Outcomes Managing c...

TABLE OF CONTENTS What are automation rules? Billing impact of automation rules Available Automations How to create an automation rule Understanding &...

TABLE OF CONTENTS Summary Creating an office Offices & profile access  What can I use the office function for? Summary The Office feature ...

TABLE OF CONTENTS What Are CDD Refresh Alerts? Alerts Dashboard Configuration & Set Up Apply outcomes to Compliance Rules Check what’s needed for ...

TABLE OF CONTENTS Summary How to Configure Forms Step 1: Plan your Form   Which form type should I select?  Step 2: Create a New Form  Step 3: Form B...

TABLE OF CONTENTS Summary How to set up ongoing monitoring and amend alerts Email notifications Setting up duration rules How to manage Ongoing Monito...