Client Compliance: How can I change an expiry date for a client’s compliance document?

How can I change an expiry date for a client’s compliance document?

To change or remove an expiry date from a client’s compliance document, please follow the steps in the video below.



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.