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

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 Follow up template How to customise a template Template str...

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 What happe...

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? Risk assessment during case creation...

TABLE OF CONTENTS What Are CDD Refresh Alerts? Who can see, manage and configure alerts? Who gets a CDD refresh alert? Which date does the timeframe st...

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...