Document Compliance
- Attach Compliance Documents to an Opportunity
- Submit Compliance Documents to Your Market Center for Approval
- Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center
- Create a New Compliance Document Checklist Version for an Opportunity
- Sign Documents in Opportunities, Using DocuSign, Without Creating an Envelope
- Split a PDF into Multiple Documents in Command
- Utilize Compliance Folder Messaging (Agent)
- Attach a One-off Compliance Document to an Opportunity
- Export/Email Documents Associated with an Opportunity
- Create and Connect Your Document Management Accounts with Command