Workflow for Expiring Compliance Documents
Prerequisites: You must ensure, as an agency, you have activated this feature via the Additional Settings.
When enabled, the candidate will receive the following email before the document expires, based on the number of days setup in the expiring compliance interval.
When the candidate clicks on the link in the email, they will see the below portal, where they will see the list of expiring documents, and be able to upload files.
Once the documents have been uploaded, the candidate will see the below:
Those consultants with the notification enabled to receive notifications about compliance documents uploaded, will receive an email about this.
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.