Open the menu at the top right and choose “Compliance packet”.
Printable report
Click “Open report”, then “Print / Save as PDF”. The report lists every license and certificate with its expiration date and status.
Share link
- Enter who it’s for (for example, “State inspector – October”).
- Choose everyone or one employee, and how long the link should work (1, 7, 30 or 90 days).
- Leave “Also let them open the documents” off unless they need to see the actual files.
- Click “Create link” and send it to them.
You can turn a link off anytime. Every time it’s opened, it shows up in your Activity log.