The following Docvariables can be inserted into a schedule, SOA, Invoice or other documentation such as Client Insurance Portfolio, and Client & Policy Document Templates.
| Compliance ID | { DOCVARIABLE com_ent_id } |
| FSG Date Issued | { DOCVARIABLE FSGDateIssued } |
| FSG Version | { DOCVARIABLE FSGVersion } |
| FSG Send Method | { DOCVARIABLE FSGSendMethod } |
| PDS Date Issued | { DOCVARIABLE PDSDateIssued } |
| PDS Version | { DOCVARIABLE PDSVersion } |
| PDS Send Method | { DOCVARIABLE PDSSendMethod } |
TMD Date Issued | { DOCVARIABLE TMDDateIssued } |
| TMD Version | { DOCVARIABLE TMDVersion } |
| TMD Send Method | { DOCVARIABLE TMDSendMethod } |
| Custom Client Compliance 1 Date Issued | { DOCVARIABLE CustomClientCompliance1DateIssued } |
| Custom Client Compliance 1 Version | { DOCVARIABLE CustomClientCompliance1Version } |
| Custom Client Compliance 1 Send Method | { DOCVARIABLE CustomClientCompliance1SendMethod } |
| Custom Client Compliance 2 Date Issued | { DOCVARIABLE CustomClientCompliance2DateIssued } |
| Custom Client Compliance 2 Version | { DOCVARIABLE CustomClientCompliance2Version } |
| Custom Client Compliance 2 Send Method | { DOCVARIABLE CustomClientCompliance2SendMethod } |
| Custom Policy Transaction Compliance 1 Date Issued | { DOCVARIABLE CustomPolicyTransactionCompliance1DateIssued } |
| Custom Policy Transaction Compliance 1 Version | { DOCVARIABLE CustomPolicyTransactionCompliance1Version } |
| Custom Policy Transaction Compliance 1 Send Method | { DOCVARIABLE CustomPolicyTransactionCompliance1SendMethod } |
| Custom Policy Transaction Compliance 2 Date Issued | { DOCVARIABLE CustomPolicyTransactionCompliance2DateIssued } |
| Custom Policy Transaction Compliance 2 Version | { DOCVARIABLE CustomPolicyTransactionCompliance2Version } |
| Custom Policy Transaction Compliance 2 Send Method | { DOCVARIABLE CustomPolicyTransactionCompliance2SendMethod } |
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