How to Add a Compliance Document in the Master Document List

Aims:

By the end of this guide, you will be able to add new compliance items in the system.

Step by Step:

1. Navigate to Admin View by clicking on your profile image in the top right corner and click on ‘Switch to Admin View’. (This might not be available depending on your permissions)

2. Click on the Compliance Tab on the Menu Bar.

3. Below click on the Master Document List.

4. Click on Add Compliance Item just above the top right-hand corner of the table. A popup appears.

5. Fill in the details correctly then click the Save button. Please refer to our training guide when filling in the required fields.