How do I manage Compliance Policies?

  2. Contacts
  3. How do I manage Compliance Policies?
Steps:
  1. On the main page, click  to access Settings.
  2. Go to Compliance.
  1. Navigate to Relationships.
  2. 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 that are defined.
  3. Click Save & Close.
  4. Under Descriptors, you’ll find the policies  that you marked as in Descriptors under Settings.
  1. Navigate to Contacts.
  2. 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 Contacts.
    • A Description.
    • One or more Contact Types: The Policy will affect The Contacts under those Types.
  3. Click Save & Close.
  4. Under Descriptors, you’ll find the policies  that you marked as  in Descriptors under Settings.
  1. Navigate to Entities.
  2. 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 Entities.
    • A Description.
    • One or more Entity Types, Structure, and Strategy: The Policy will affect The Entities under those Types.
  3. Click Save & Close.
  4. Under Descriptors, you’ll find the policies  that you marked as  in Descriptors under Settings.
Contacts Entities Relationships Settings
May 25, 2021

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