Swapping or editing a Job

Warning: Job swapping should only be done between the Trust Initial Compliance Review and Trust Annual Compliance and Administration templates. These templates are designed to be linked together.

Swapping of other types of templates, risks loss of data in transition. You should start a new job if you would like to use another template for a client.

To swap a job, click on the pencil icon of the job.

Then simply select the Trust Annual Compliance and Administration template and Save.

preview 

or access all videos

Copyright Aro Assistant LP          Terms & Conditions, Disclaimer and Privacy Policy

  • Facebook
  • Vimeo