Import Requirements Settings

Also see Compliance Requirements

Under main menu Entities->Entities there is an import function which can be used to update the requirement value on an entity where the requirement is:

1. on entity level
2. the requirement exists, and
3. if the requirement requires a document to be uploaded, the document needs to be uploaded.

An example:

Minimum import requirement example:

ImportRequirementsMinimum

After import:

Detailed requirement example:

ImportRequirementsDetailed

After Import:

NOTE: If the requirement imported is on a contract level and the entity have more than one contracts, only the first found Contract’s requirement will be updated. It is therefore advised to only use the import to update requirements on an entity level.

Last Updated on 7 months ago by Antoinette Van Meyeren