How Do I Make Changes To My Newsletter And Send To Compliance?

To make changes to your newsletter and send it for compliance approval, please follow these steps:

Step 1
To make changes to your newsletter click on "Outbox".

Step 2
Select the newsletter that requires changes and click "Edit" by hovering over the date of the newsletter.

Step 3
Make the changes to your newsletter and click on the "Send" tab. Click "Submit for Review" to send the newsletter to your compliance officer for approval. Once approved you will receive an email notifying that your newsletter was approved.

Note: For those on a semi-automated newsletter, you still must approve the newsletter as well.