MyCompliance Help Overview
MyCompliance Help documentation is designed so you can quickly learn how to easily use MyCompliance Office as a new user or enhance your knowledge as a regular user.
1. Table of Contents
•The table of contents is the place where the documentation's hierarchy is defined and is used to navigate to the topic of your choice.
•There are seven Root topics to choose from. Compliance Mgmt, MyCompliance, Policies and Procedures, Firm Documents, Personal Trading, Gifts&Contributions and Admin. Each of these topics contains further more detailed content underneath.
•Selecting a topic by clicking the + will display its associated content.
2. Search
•Type any word or phrase in the search box provided to drill down into the Help Manual and find the content you are looking for.
3. Content
•The content section provides a step by step guide on how to carry out all procedures within MyCompliance Office both as an employee User and an Administrator.
•Screen captures from the application make the guide simple and easy to follow.