Sending Proof of Compliance to Clients

Once compliance is completed, proof can be sent to the client in PowerPoint format . 

 To send proof of compliance: 

 

 

 Navigate to the Schedule . 

 

 

 Select the schedule's options menu ( )   and choose Send Proof of Compliance . 

 

 

 Select the vendor and date range. 

 

 

 Choose the required site(s). 

 

 

 Enter the recipient’s email address. 

 

 

 Optionally add a custom message. 

 

 

 Select the PowerPoint template. 

 

 

 Choose Preview to download or Send to email the document.