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I can't find my policy in the download link you sent?

I can't find my policy in the download link you sent?

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.

Written by Thomas Morgan
Updated on June 28, 2023

When you get the download link, you log in and you can't find the actual policy. You're seeing a bunch of forms, but no policy and procedure. You're in the wrong folder.

Files in folders are in a "Tree View" which means you have a main folder, then subfolders also known as branches.

You need to go "up" (1) one level to your main folder (2).

Then you will see the Numbered Manual that is your document:

Download this file.

Tags: Downloading Documents

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Where is the QC Checklist for Brokers? Our system has many checklists, but the most important one is the FORM 1-4 Post-Closing Pre-Audit Checklist, which ensures you have retained all documents needed for compliance. Where is my Complaint Resolution Policy 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. How do I download my documents? Download everything at once! Multiple downloads of single documents will create a jumble of files and make locating documents difficult.

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I can't find my policy in the download link you sent?

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