Office Compliance |
Please use these resources for submitting Documents & TC Compliance
These are the first steps to submitting docs to the Office;
- The contact needs to be input first. - Then you create an Opportunity. * Must add all "Details" to the Opportunity for the Submit to MC button.* - Then you can upload docs. 1. CREATE A CONTACT: https://bit.ly/createacontact 2. CREATE AN OPPORTUNITY: https://bit.ly/createanoppurtunity 3. UPLOAD DOCS: https://bit.ly/uploaddocstooffice COMPLIANCE MANAGEMENT Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity. - Add a Compliance document to an Opportunity, click here. - Create and manage custom folders in Opportunities, click here. - Add a One-off Compliance Document Checklist Item to an Opportunity, click here. - Create a New Compliance Document Checklist Version for an Opportunity, click here. - Submit compliance documents to your market center, click here. - Replace Rejected Documents in an Opportunity, click here. |
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