- Click on the Modules menu and select Documents.
- To edit a document, click the three dots in the actions column and select Edit.
- Enter the Expiration Date, Survey Due Dates and Date of Issue if applicable.
- Drag and drop the document file into the upload box.
- Click Publish to finalize the upload.
If verification is enabled for the document, a Publish and Verify button will appear.
Click this button to begin the verification process.
Choose a status:
- Approved
- Approved with Conditions
- Rejected
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