Compliance
      Back to home
      1. Knowledge Base
      2. Compliance

      How Do I Add Notes For Compliance?

      1. Find an exception

      Add Notes For Compliance

       

      2. Hover on it to see a summary and then click on it.

      Add Notes For Compliance Note

       

      3. Go to the Compliance Notes tab

      Add Notes For Compliance Tab

       

      4. Select an action

      Select an selection

       

      5. Optionally type a note

      Optically Optimize

       

      6. Tag a team member with @Name

      tag a team member with @name

       

      7. Hit Save! If a team member is tagged in a note they will be notified of it by email.