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. In addition to the mandatory fields of Title and Compliance type, you'll need to add at least one task or document to the template. 

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.