User Guide

Getting Started

• Account Setup Guide SQM
• Get Started Guide
• How to create an SQM
• Importing your SQM
• Managing SQM Projects

Form Functionality

• Tailor your System
• Leadership Oversight and Accountability
• Completing the Risk Assessment
• Assessing Components and Objectives
• Assessing Risks
• Assessing Responses
• Assessing Monitoring Activities
• Identify Findings and Remediate Deficiencies
• Evaluating the SQM

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Application Functionality

• How to Edit Forms
• How to upload forms
• Preparing and Reviewing Documents
• How to Download
• Firm Templates

Common Tools

• Common Tools
• Findings Common Tool
• Attachment Common Tool
• Review Notes Common Tool
• Cross-Reference Common Tool
• Tickmarks Common Tool

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Support and Account Help

• What does a File Check do?
• Contact Us
• Manage Team and Account
• Access Billing Portal