Compliance URL - What can it do?

Modified on Wed, 3 Dec at 1:54 PM

The Smarter Way to Send Compliance Docs

Sending compliance documents has never been easier with Steadfast Apps. Clients receive a single, streamlined compliance URL. No duplicate attachments. Faster, cleaner communication with auto-updated compliance records.

Quick Refresher

Your admin’s setup auto-populates records in the Compliance section.
Don’t need one? Click Actions > Delete to remove it.
All compliance docs are pre-loaded except the PDS and TMD.
If required, upload the PDS or TMD under Relevant Documents and link it to the compliance record.

Sending the Compliance URL

1. Update the compliance documents list on the application - add what you need / remove what you don't need!

NOTE: When sending a PDS or TMD, after adding to Relevant Documents, make sure to link it to the Compliance record as well.

2. Click Copy Compliance URL, then Send Email.

In the email pop-up:

Choose an email template (if applicable).
Select the From email (you, account manager, or policy manager).
Confirm the To email (defaults to the client), add CC/BCC if needed.
Enter subject + body, or review the template.
Insert the Compliance URL by pasting it directly or hyperlinking a word.
Remove the auto-attached PDS (already available via the URL).

3. Click Send.

Click Details for a quick visual reference on how it's done:

Adding/Removing Compliance Records

Adding a PDS

Pasting/Hyperlinking the Compliance URL

Making Changes to Compliance Records

If you update compliance records, there is no need to resend the Compliance URL.

The Compliance URL automatically reflects the latest records, ensuring your recipients always have the most current information.

Something got you stumped? 
Our team is here to help! We know change can be tricky, but we've got your back.

Contact our support team here and well get back to you shortly