Copying Custom Manuals and Documentation to your Client Account's
- Navigate to your Consultant End User account
- Navigate to 'Policy Manager'
- Build out/update the manual that you would like copied across to your client accounts as per normal process
- When its ready to be copied over to other client accounts select 'File' then hit 'copy to client'
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- A pop up will appear, where you will select the client accounts that you would like to provide access to this manual, hit 'Copy'
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- Whilst you are in this section, the selected option should appear in the list below the drop-down box in addition to any manuals they have in their account.