Compliance Templates and Types

Creating a Compliance Template

Compliance templates are reusable and allow you to pre-define required checklist items and documents for various compliance needs. Templates help you create new compliances quickly and in a repeatable manner.

Check out Section 4 our self-guided learning video for an interactive demo: General Settings

For our European users, see General Settings

To create a compliance template:

1. From Compliance, navigate to Compliance Templates from the overflow menu on the right.

2. Select + Create Template.

3. Provide a template name and fill in the necessary details such as compliance type, checklist items, and required documents.

4. Save the template for future use across multiple properties.

Create a Compliance Type

Compliance types are helpful for categorizing the many different compliances you have to manage. 

To create a new compliance type:

1. Go to Settings and select Compliance Types under General.
2. Click on + Create.
3. Enter the name of the new compliance type.
4. Click Save to add the new type to your list.