How to Manage Compliance Documents in the SMS

Overview

In this tutorial, you will learn how to manage compliance documents within the SMS. It covers how organisation can upload, store, and retrieve essential records, ensuring they remain organised and accessible for audits or operational needs. The guide also highlights features like search, filter, and edit functions to support efficient document management and maintain compliance with regulatory requirements.

Step Tutorial

Part A – Adding a Document

1. From the Dashboard, go to Compliance, then select Compliance Documents, and click the plus icon.

2. Fill in the following fields:

1. Document Name – Enter the name of your document.
2. Document Type – Enter the type of your document.
3. Notes – Add any additional notes for your document.
4. Attach File – Locate the file you are adding. Please note the maximum file size is 100 MB.
   

Once complete, click Save.

You should be able to see your new document in the list.

Part B – Editing a Document

1. Locate the document you want to edit, click the kebab icon (three-dot icon), then select Edit.

2. Add new values to the fields you wish to modify. Once complete, click the Save button.

Part C – Deleting a Document

1. Locate the document you want to edit, click the kebab icon (three-dot icon), then select Delete.

2. A prompt will appear, notifying you that deletion cannot be undone. Type DELETE in the field, then click the DELETE button to proceed. Otherwise, click Cancel.

3. A confirmation will appear indicating that the document has been deleted. Click OK to close the prompt.

 Those are the steps to add, edit, and delete a compliance document. 

Additionally, you can use the filter and search options if you wish to locate a specific document.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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