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:
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Navigate to the Schedule.
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Select the schedule's options menu (
) and choose Send Proof of Compliance. -
Select the vendor and date range.
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Choose the required site(s).
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Enter the recipient’s email address.
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Optionally add a custom message.
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Select the PowerPoint template.
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Choose Preview to download or Send to email the document.
