Starting at the Compliance Dashboard, click in the top right-hand corner of the screen. From the dropdown menu that appears, select 
You will first need to select the provider. This guide is specifically for the Quartz Compliance selection. For a guide on the Adobe Sign selection, click here:
After selecting Quartz Compliance, you will then need to choose either Package or Template, depending on what you would like to assign. Next, select either Client or Contractor, based on who you want to assign it to.
Bulk Assigning Compliance to Contractors
Contractor: Choose the contractor(s) you would like to assign the compliance items to. You can assign items to a single contractor or select all contractors to assign in bulk.
Package/Template: Select the package(s) or template(s) you wish to assign to the selected contractor(s).
Once assigned, the contractor(s) will receive email notifications. The compliance items will also appear under each individual’s record.
Bulk Assigning Compliance to Clients
Client: Choose the relevant Client from the list.
User: Select the Client User(s) who should receive notification of the assignment.
Template/Package: Select the Template or Package that needs to be assigned.
Once assigned, the client or contractor will be required to either submit the necessary documents or send them to the agency user for approval.