Command MC Compliance
- Search for Submitted Compliance Requests in Command MC
- Check Compliance Review Notes, Rejections, and comments in Command MC
- Use the PDF Review Tool to Approve or Reject Submitted Documents
- Review, Approve, and Return Submitted Compliance Requests
- Add Tags to Submitted Compliance Requests in Command MC
- Attach a one-off Document or Document Placeholder to an Agent's Compliance Checklist
- Export Documents from an Opportunity in Command MC
- Flag Missing Documents When Reviewing Submitted Compliance Requests
- Sign Agent Documents in Command MC
- Split a PDF into Multiple Documents in Command MC
- Create a Private (Hidden) Custom Folder in an Agent's Opportunity
- Send and Receive Messages Through Command MC Opportunities
- Restore an Archived Compliance Request
- Archive Compliance Requests
- Dotlloop Historical Archive and Password Security