Company compliance documents

The Company Compliance Documents page enables you to set up multiple compliance documents that are applicable to the user’s own company. It is possible to link multiple compliance documents (previously set up on the Compliance Documents page) to a location code. The company compliance documents are set up for informational purposes only; no checks or warnings are generated based on them. When assigning an already existing compliance document to the company compliance document list, it will inherit some settings from the selected compliance document (such as contact number) and can further be detailed with information such as a requested and document date.

1. Select the Search icon , enter Company Compliance Documents, and then choose the related link.
   The Company Compliance Documents page opens.
2. On the action bar, select New.
3. In the Compliance Document Codefield, select the desired code.
   When selecting the compliance document code, it inherits the following settings from the selected compliance document into the company compliance document: the compliance document code, description and contact number.
4. In the Description field, enter a explanatory text.
5. In the Location Code field, select the desired code.
   It’s possible to specify to which location the compliance document applies.
6. In the Contact No. field, select a desired No. from the list.
   This specifies the contact number of the company that issues the compliance document.
7. In the Compliance Document No. field, enter a value.
   This specifies the document number of the compliance document.
8. In the Requested Date field, choose a date.
   This specifies the date on which the compliance document is requested.
9. In the Document Date field, choose a date.
   Once the document is issued, this field specifies the date the compliance document was issued.
10. In the Expiration Date field, choose a date.
    This specifies the date on which the compliance document expires. Once the document has expired, the date is indicated in red colored text.
    You can upload an image and attach it to the company compliance document for informational purposes; it can be printed on reports for instance.
11. On the FactBox, select the Image button.
12. Select Import.
13. Select Choose…
    You can select the image to beuploaded.
14. On the action bar, select Attachments to attach a document.
15. In the Attachment field, select the flow value to view or edit the documents attached to the selected company compliance document.
    See Document Link extension for more information on uploading attachments.
    The Company Compliance Documents are now set up.