Documents

Use this topic for manage compliance evidence.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Documents

Audience

Business owners and compliance managers.

Permissions

  • Only business owners and authorized compliance managers may manage this view.

Actions

Upload document
Use Upload document to support manage compliance evidence.
Replace document
Use Replace document to support manage compliance evidence.

Statuses

Pending
The record is currently pending.
Verified
The record is currently verified.
Rejected
The record is currently rejected.
Expired
The record is currently expired.

Workflow

  1. Open Documents.
  2. Review the record and its current status.
  3. Choose Upload document and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A document is rejected
Read the reviewer reason and upload a clear current replacement