Generating a Policy Document

Policy documents can be generated on:

A. Individual investor accounts

B. Bulk generation

Go to the Product and select ‘Can generate policy document’:

The Policy document, as setup on the Product, can now be generated as a pdf.

A. On individual Investor Accounts:

Go to the document section at the bottom of the page:

B. As bulk generation:

Go to the relevant product:

A zip file containing the pdf policy documents for the period selected will be generated.

Last Updated on 1 year ago by Adrienne Dill