How do I create Local Document Policies?

  2. Contacts
  3. How do I create Local Document Policies?

Local Policies Create a module specific Document that is required for Compliance. 

Steps
  1. Click the Contacts, Relationship, or Entities menu option on the left. 
  2. Click on Date tab on the top right navigation tab.
  3. Click , in the pop-up window, add details, set reminders, and the recurrence. 
  4. Click the Document Policy sIider the add the Policy’s name, Description, and the Document type.
  5. A new local Compliance Policy will be generated.
  6. Click Save
To see the full list of Compliance policies, go to Compliance under DRM Settings.
Contacts Entities Relationships Settings
Date Event
March 5, 2021