Help & support
Handy information to general topics.
By Huzayfah and 1 other2 authors91 articles
- Unable to see the Compliance tab due to duplicate accounts
- Issues with Internet Explorer
- Can't add documents
- Clear cache
- Menu bar does not show
- How to add or amend company details
- Task notifications not received
- Can't see options in Account Settings
- Can not see the tasks assigned
- Cannot see a user under the firm user settings but they are under the members tab
- System is running slow?
- Scoring is not working on Audits
- User not appearing in the drop down list on a record
- Re-assign a task
- Run an automated report
- Email notification links since upgrade to Evo
- Make changes to a question set
- Add or delete attachments on a record
- Filter the task list as a Supervisor
- Create a Custom Task
- Changes to Client Feedback Forms
- User not able to see the Compliance Software tab
- Assign Corrective Actions
- Money laundering task setup
- Search for a specific record
- How to add or change firm practice areas
- Records have been deleted and need recovering
- Add a PII claims record
- Complete a breach remedial action
- Creating responses for custom questions
- Add a note
- Claims task setup
- Log ideas for product development
- Action an undertaking task
- Log an Undertaking
- Diversity Survey 2025
- Centralise audit activity
- Add an Audit Record
- Add an audit question set
- Complete a Scheduled Audit
- Complete an Audit Corrective Action Task
- Schedule an Audit
- Assign an Audit verification task
- Audits reporting – Corrective action report
- Save an audit as a draft
- Complete a File Audit Verification Task
- Maximise audit output
- Add or Remove a Custom Field within an Audit
- Date on file audit question set not pulling through to summary screen
- Audit task setup
- Audit scoring
- Identify ownership and audit structure
- View draft audits
- Audits reporting - questions report
- Create a breach report
- Find and amend duplicate Sub-Types on a Breach Report
- Breach reporting task setup
- Complete a breach verification task
- Report on question sets
- Add a money laundering suspicion
- Utilise standard reports to inform file selection
- Complete a MLRO reporting decision
- Linking SRA & ICO outcomes to a breach record