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Step-By-Step Guide:

 

  1. Select Settings > Merge Fields in the administrator toolbar

  2. The merge field list will open in a new window

  3. You can find a merge field in the Search tab, the # is not required

  4. To edit, select the white arrow next to the merge field

  5. Type in the new value and save changes

  6. Refresh the browser and the change will have updated throughout the site

 

Video Guide:

Click to see larger size
 

Need

more help

More Help?


 

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Contact

your CompliSpace

Your Consultant Team

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CompliSpace Help Desk

Phone:1300

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Your consultant and their team will be across all aspects of your site and will be the best option for understanding any issues you may be experiencing. 

Speak with Our Help Desk

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Our help desk team is happy to assistant with any questions you may have about your systems, policies, or technical issues that may arise.

 

 

 

Phone:1300 132 030
Email:helpdesk@complispace.com

 

Other resourcesContains

Learn more on CompliSpace TV

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CompliSpace TV

CompliSpaceTV contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems.

 Requires

This does require a login to access

(

, which can be requested from the Help Desk

)