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A thorough reviews and basic understanding of the "Master Training" manual will make completing your customized products much easier.
The “Customize” icon on the dashboard is your access to changing anything in your documents. If you want to create a large insert in to a question that can have a lengthy response, you should create the document in a Word file, cut the document, then paste into the response area as “plain text”. This will ensure your spacing, fonts and the like are maintained as you created them in the Word file. If you make any changes in the “Customize” section, be sure to select “SAVE” option after the last question.
Your products will not complete until every question is answered. While it may seem there are many questions to answer, this is by design to allow a product to be customized to your individual office.
If you wish further customization, you will need to complete the product then download it from the documents section to a Word or PDF format where you will have total ability to change anything. However, THIS IS NOT RECOMMENDED – deviating from the product design may result in eliminating or changing policies that are required by law. A downloaded and further customized document cannot be placed back in to the app, which means automatic updates from PCS will not occur.
From the dashboard, the “Documents” icon will allow you to view all of your completed compliance documents. If you want to print a document, select it, and after it loads you will see (on the right) an option to export it to a PDF or Word file – your choice. You can then print the document from the download. Do NOT attempt to print the document directly from the website – the fonts and layout will not transfer correctly. Always download to a Word or PDF document then print. In some cases, the document may have minor spacing or font issues which you can easily fix before printing.