Big news! 🗞️ ...We got a facelift
Just when you thought you figured out what all of Complect's doohickies and thingamabobs did, we have gone and changed it on you. But, please don't freak out, we tried to to keep it as intuitive as possible! With new features or product enhancements rolling out at such a rapid pace, we needed to update how users navigated our site to give us plenty of room for future feature growth.
We are moving as many of our links as possible out of the header and into our left hand navigation bar. From there, we have grouped them into icon groups that represent major concepts of your firm's compliance program. As an RIA, depending on your role within your firm, your left hand navigation bar will have icons that group our features as follows:
"My Workspace" (Four grid Icon)
- My Tasks
- My Projects
"Compliance Program" (Construction Icon)
- Policies
- Internal Reviews
- Risk Register
"Forms" (Form Icon)
- Attestations
- Logs
- Pre-approvals
"Form Library" (Library Icon)
"Files" (Folder Icon)
- Books and Records
- Resources
- Reports
- Audit Management
"Settings" (Gear Icon)
"Updates" (Rocketship Icon)
"Help" (Question Mark Icon)
As for our partner accounts (the fully tricked out version of our specialist accounts), our groupings largely mirror the business accounts that you'll be managing -- for consistency's sake:
"My Workspace" (Four grid Icon)
- My Tasks
- My Jobs
"Contacts Manager" (People Icon)
"Compliance Program" (Construction Icon)
- Template Tasks
- Deadlines
- Template Policies
- Template Reviews
- Template Risks
"Form Library" (Library Icon)
"Files" (Folder Icon)
- Resources
"Settings" (Gear Icon)
"Updates" (Rocketship Icon)
"Help" (Question Mark Icon)
Please bear in mind that our Knowledge Center screenshots are now slightly outdated with this significant navigation change, so please bear with us as we update the screenshots for you over the coming weeks! At least from here on out, we should have plenty of room to grow with this addition of a "pop-out" from the left hand navigation menu. We have features you've been requesting rolling out within the coming weeks, so keep an eye out for more additions to the left hand menu.