ETZ Comply Q&A

• What is ETZ Comply?

ETZ Comply is a function within ETZ that allows you to send & store compliance documents in the cloud.

• Does ETZ create my documents?

No ETZ cannot create documents however you can use mail merges in word which has merge fields to connect with ETZ. see document https://etz.zendesk.com/hc/en-gb/articles/204331188-Step-1-Setting-up-etz-Comply-Documents.

You can also manually upload your own documents, such as contracts/agreements into ETZ in the Document type entry.

• Can my documents get electronically signed?

Documents can be set to signing, uploading, download and read & download read sign & upload.

If you choose ETZ sign the document will be stamped with a green border and the signed name will show at the bottom of the document see example:-

• How do I add the documents in ETZ?

You have the option to add the documents in the following places Candidate, Client, Supplier or Assignment

• Who can sign the documents?

Candidates, Clients or Suppliers - this is set when you are setting up the documents.

• Can I run any reports in Comply? 

Yes you have 2 reports available to run

1. Document Status report
2. Documents expiring report

What do the different statuses mean in Comply?

Blue - Initialized - This means the document has been added and is ready to be sent to the user

Yellow Star - Document has been sent to the user

Red circle - Document needs to be approved by the agency

Green Tick - Document signed or complete

• Will I be notified when a document is signed or uploaded?

You can set the agency up with a CC email in the agency configuration and see the list below of the notifications. 

- Signing - EM notification when doc is initially sent and when the candidate signs doc, notification goes to candidate and CC (if CC is set up in configuration) 

Uploading - Initial EM goes to candidate and CC (if CC is set up,= in configuration) no notification is sent to the agency when candidate has uploaded document, the agency needs to check the document and when it turns red with an (!) the agency needs to approve the doc. A notification is then sent to candidate and CC (if is set up in configuration)

Download & Read - Initial notification sent to candidate and CC (if CC is set up in configuration) As soon as candidate downloads the doc, the agency status turns green and is approved, no notification are sent. 

Download, Read, Sign, Upload - Initial notification sent to candidate and CC if set up. Agency must approve the the doc once candidate uploads. Notification is only sent once the agency approves the doc, no notification to tell the agency the doc has been uploaded.

Can I remove a document if I have made an error?

Yes there is a void button which allows you to do this.

Can I view any logs in the system?

Yes you can view logs in the comply process and see the progress. the workflow icon will give you this log.

Can I check the documents and sign them off as accepted?

You can approve the following document types - Uploading and Download, Read, Sign, Upload.  Documents for signing or download and read do not need to be approved but you can still view the documents by clicking on the 'view document' button as shown below -