Download everything at once! Multiple downloads of single documents will create a jumble of files and make locating documents difficult.
We have paid plans and free plans. Paid plans automatically get updates with their subscription. Free Updates require using the do-it-yourself option.
Some investors and regulators want to see the date of last revision or review on your policies.
We group items into "Organizational Modules" to help keep related tasks and policies together.
Do not buy a compression or zip utility. This is included free in Windows
It's easy to edit your Word documents, and we deliver them in an editable format so you can make any changes you like
When we deliver the product, it is up to date. That may not last very long.
Quick branding and customization is in your hands - 5 minutes or less
Our materials are organized by job duty. The Compliance Manager is responsible for compliant resolution, so you will find the Complaint Management Policy in your 2-0 Compliance Manual.
If you're seeing a folder full of forms, training, etc., you're in the wrong folder. Navigate up one level to the Main Folder.
Our modules are structured to consider the flow of the business, and the way responsibilities are usually divided in the business. Understanding this will help you find the procedures you're looking for.
Look at the document, not the folder date, to ascertain the published date.
We use PayFlow merchant processing, and PayPal gives the lowest fees and best security. But you don't have to have a PayPal account to pay your bill.
I don't have PayPal. How do I pay my invoice?