Compliance Types are used on CentricFlow to assign to documents you upload against candidates and clients, examples could include Terms of Business, Proof of Address & Right to Work.
You can import the Document Types your agency uses, simply by using our template. This will make is easier to import your existing data.
To begin importing your Document Types login to CentricFlow and head to Settings -> Document Types and then click the Import Button on the top right. From here you will be see the following screen:
You can click on the CSV Template link to download the Excel file that you can complete and upload to CentricFlow. Please note, you must save the file as a csv as this is the only supported file that can be uploaded.
There is a column for Document Target and the best way to use this field is to thing about who the document belongs to, for instance a Proof of Address would belong to the Candidate, whereas the Terms of Business is an Agency document you would control.
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