Compliance Documents that are uploaded into ConSol are required to be linked to the relevant Customer Contracts in order to be visible. Documents may be relevant to more that one contract, and will need to be associated with each.
1. Select Company Info from the ConSol menu
2. From the drop-down, choose Manage Compliance Documents
3. You can assign contracts from either the "Compliance Not Assigned to a Contract" or the "Existing Compliance Docs" section.
4. Click Assign next to the relevant document
5. Check the box(es) next to the relevant contract(s) (All available contracts will appear on this screen)
6. Click Update
Compliance documents are now linked to the relevant contracts. Approval is still required to confirm the document meets the Customers requirements.