Compliance Pack

Generate a pack when the assessments and linked documents are in the state you want to keep. Owners, admins and advisors can generate one. Managers and staff cannot.

The pack is a snapshot of that moment. Later edits do not change it. Generate a new pack if you want the newer picture. The pack id can be checked on the public verify page. A match means the file is the one that was generated. It does not mean a regulator has approved the business.