Firm: Books & Records Download Links

Firm: Books & Records Download Links

While Compass securely stores submitted documentation (attestations, reviews, etc), in the Firm's drive (access via Command Center), the Firm is ultimately responsible for storing Books & Records in their designated location (whether on Firm servers, Google/Zoho/One/Box/Dropbox/etc drives, hard drives, etc).

The Firm can download any and all reports, attestations, information received at any time (24/7) from Compass, but as an additional measure, we periodically (generally monthly, at least annually) combine everything into a zipped folder & send the firm a ‘download link’. (A link that will automatically download all of the items in the zipped drive to your computer, so that you can save in the location your Firm chooses).

Command Center > Books & Records Download Links

Command Center : # of Links for Download

Once in Books & Records Report:

  1. Press the Link to begin download
  2. Once downloaded and saved, press the DOWNLOADED/REMOVE button to confirm download and remove the link from report.
Books and Records Download Links

NOTE: 24/7 access directly from Compass

  • Attestations/Forms can be instantly retrieved/downloaded/printed individually or as a group directly from Compass at any time:
    • Individually: Go to any Report > Right-Click on the Record > PRINT (this can be saved as pdf)
    • Group: Go to any Report > select all records you want included in the group > PRINT > Print as Summary (will produce the individual attestations)
  • or the saved pdfs via the Drive Link in Firm's Command Center (top right): Select any/all documents you wish to download


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