Entities

  2. Entities

How do I add Document Types?

Document types are created to maintain a proper document standard across the platform for your organization.   Steps: On the main page, click to access Settings. Go to Documents. Click  to add a new Document Type or to edit an existing one. In the pop-up window, add the new Document Type‘s Name and Description.  Optional: You can create…

Contacts Entities Relationships Settings

How to manage Entities settings?

Entities settings are to add and modify types of entities. These play important role in determining the capabilities, potential uses and easier management of them.

Entities Settings Entities settings types

How do I manage Compliance Policies?

Steps: On the main page, click  to access Settings. Go to Compliance. Relationships Navigate to Relationships. Under Documents,  Click  to add a new Policy Step and enter: A Name. The Associated Document: a Document that will be required for compliance for the concerned Relationships. A Description. One or more Risk levels: The Policy will affect the Relationships with one of the levels of Risk…

Contacts Entities Relationships Settings

How do I manage Reports?

Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships. Where can I find my Reports? Click the Reports menu option on the left.  Select the Report You need to look into like the: Relationships Report Entities Report Contacts Report Entities and related Contacts Report Share Class Report How…

Contacts Entities Relationships Reports Date Event

How do I create Local Document Policies?

Local Policies Create a module specific Document that is required for Compliance.  Steps Click the Contacts, Relationship, or Entities menu option on the left.  Click on Date tab on the top right navigation tab. Click , in the pop-up window, add details, set reminders, and the recurrence.  Click the Document Policy sIider the add the Policy’s name,…

Contacts Entities Relationships Settings Date Event

How do I manage Descriptors?

Managing Descriptor Categories: Descriptor Categories are used to logically group descriptors on the screen so users can easily locate the needed field. As a first step, create Descriptor Categories. In the main page, click  to access Settings. Go to Descriptors. Scroll to the bottom of the page  Click to create a new descriptor category then add a…

Contacts Entities Relationships Settings