How to set up Acknowledgements (DPN)

In the Smartr365 platform, brokerages can set company-wide documents that every client will see when they first log into their client portal.

The client can download or read them in the client portal but must be accepted before being able to continue with their Fact Find.

To set these documents:

1. Log in as a System Admin
2. Go to 'Settings', then select 'Acknowledgements'
3. A new page called 'Acknowledgments' will open
4. Click on 'Choose File' and select the file you wish to set across the brokerage for clients to see when they log in
   
5. This must be in a pdf format
6. Select the 'Acknowledgement Type' from the drop-down or type in a new one
7. Add the Version, Date Valid From and To
8. These fields will allow you to ensure that customers are seeing the current version of the document and will allow you to set up a new version when an old one expires
9. Click 'Upload' to save the file
10. If you no longer want to show a document to the clients during the valid period click on 'Expire' 
11. To get back to the main Smartr365 platform, click on 'Applications'