How to Store and Retrieve Compliance Documents

How to Store and Retrieve Compliance Documents

Idea
Overview
This is a guide to storing and retrieving compliance documents.

Notes
Step tutorial
1. Using the side menu, navigate to the Compliance section.



2. Head to the Compliance Documents tab. You should be able to view all the existing compliance documents.



ADD NEW DOCUMENT (Maximum File Size: 100 MB)

1. To add a new document, click on the New button.



2. Fill out the necessary fields, and then click Save.


  1. Document Name – enter the name of your document.
  2. Document Type – enter the type of your document.
  3. Notes – add additional notes for your document.
  4. Document hyperlink – locate the file you are adding. Please note that the maximum file size is 100 MB.
Once done, you should be able to see your new document in the list.

EDIT DOCUMENT

1. Click on the action button, then click Edit.



2. Fill out the necessary fields, then click Update.



DELETE DOCUMENT

1. To delete a document, click on the action button, then select Delete. A prompt will appear confirming the deletion; click the Delete button to proceed.



FILTERS AND SEARCH

You can also use the available filters and search bar to easily locate your document.

1. Via column header - Click on the column header to sort documents alphabetically (A to Z) or (Z to A).



2. Via search bar - Type the name of the document in the search bar.



And that's how you can store, retrieve, and delete compliance documents.

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 us via email at support@eskilled.com.au

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