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SmartCompliance is the next evolution in document and workflow management for corporate risk management and insurance professionals.




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Monday
Oct242011

Version 2.1 | SmartCompliance

DateMonday, October 24, 2011 at 11:25AM
  • CERTIFICATES: When issuing certificates, the system will still notify you if the certificate is a duplicate but will give you the option to override and contine issuing.
  • CERTIFICATES: A drop down menu of Additional Remarks libraries has been added for the user to choose from when issuing a certificate.
  • CERTIFICATES: When issuing certificates, "Reason" will be pre-populated with that of the previously issued certificate and the date will automatically be show today's date.
  • COMMUNICATIONS: When sending communications, the "Next" button has been moved to the top right of the window and when clicked will pre-populate the next communication with the From and Template information from the previous communication.
  • COMMUNICATIONS: The subject of communications will now autofill with the "[Name of the holder] - COI"
  • DUPLICATES: When duplicate certificates are searched for and found, the user can now Add New Holder from the same screen, and the search information will be automatically inputed in the Add New Holder form for review, addition, and issuing a certificate all in one step.
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