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.