Note: Compliances should not be loaded in bulk, there is automation to archive existing compliances in the “Quick Assign” tool that does not exist when manually creating.

Search for the contact

Select the correct contact

Go to Related

Find Compliances and select “Quick Make a Compliance”

Select the compliance to add from the dropdown and click next

Check creation and expiry dates are correct, and add the Compliance identifying number. Then click Next

The new compliance will have been added, the old compliance (if existing) will have been archived