Viewing Documents

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