Adding and Editing Compliance Items

This entry is part 4 of 24 in the series Setup Guide - Compliance

To add a Compliance item:

  1. Open a document and click the Compliance tab. Any required Compliance items will be listed.
  2. From the Type drop-down list select a new Compliance type.
  3. Click Add new to access the Detail view for your new Compliance item.
  4. Complete the necessary fields.
    Note: Not all fields apply to every Compliance type. System Administrators configure the available fields for each Compliance type,
  5. Return to Grid view.
  6. Save your changes.

 

To edit a Compliance item:

  1. Open a document and click the Compliance tab. Any required Compliance items will be listed.
  2. (optional) Make changes in the Grid view.
  3. Select the necessary line to access the details for the Compliance item.
  4. Make the necessary changes.
  5. Return to Grid view.
  6. Save your changes.

 

Series Navigation<< The Compliance Tab – Grid ViewPay Control on the Details Tab >>