From the Compliance Dashboard, click on the Assign button on the top,
You now have the option to choose template/packages . If he need to assign it to Contractor, you need
Assigning to Contractors
User Type: Select the ‘Contractor’
Contractor: Select the Contrator’s that you would like to assign the Compliance items to. You can choose single contractor to assign (or) select all the contractors to assign.
Package: Select the Package’s/Template’s that you would like to assign to the Contractor’s.
They will receive email notifications, and these Compliance items will display under the individual’s record.
Assigning to Clients
User Type: Select User Type to be ‘Client’
Client: Select the Client
User: Select which Client Users are to be notified
Template/Package: Select which Template/Package is required to be assigned.
After assigning those templates, contractors/clients will need to submit documents (or) send it to agency user for approval.