If you have a policy you wish to show in the customer list, such as a certification, you can set it up to display in the main settings. Note that you can only have Policy 1 and 2 display in the customer list.
- In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
- Click the Waivers/Custom tab.
- Under Custom Policies/Skills/Text check Use Policy 1 and/or Use Policy 2. Enter the name of the policy/skill/instruction.
- Using Policy 1/2 for a digital document will check the box in the customer's record upon acceptance in the Find Documents Window
- Check Show in Customer List for either policy you wish to display.
- Click Close to finish.