How to Edit a Compliance Item in the Master Document List

Aims:

By the end of this guide, you will be able to Edit a Compliance Item in the Master Document List.

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. To edit the Document, Click on the Icon under the Action Column on the Table. A popup will appear.

5. Fill in the required details correctly and then click on the Save button.