I'm not great with technology
I'm not great with technology. I'm the office manager of an investment company I handle daily compliance issues like supervising emails, ensuring things are documented, and that our firm is following the details in our Compliance Manual and Policies and Procedures. our owner is also the Chief Compliance Officer, so we share the burden. he told me to find an archiving software. for mez I just wanted it to be simplem I'm good on Word and Excel and some of our client systems with Charles Schwab, but I get lost easily. also, I usually need customer support. sharp Archive has been great. they worked with me for onboarding our account and it worked immediately. they told me that Facebook automatically gets disconnected and that I will need to reconnect them. they said they will inform me and send an email. for us, part of compliance is that we have to create a copy of all our social media accounts. we were just printing this out, but our owner said that this wasn't going to