Create Documents

Create a Document :

The compliance manager uses ComplianceBot's Policy management feature to start a new document workflow

• Navigate to Policy Management.

• To create a new document:

• Click on the Create button.

• Fill in the necessary details:

  • Document Name

  • Description

  • Location for your document

  • Document Format

• Select a recurrent schedule if needed. This will determine how often the document needs to be reviewed.

• Lastly, click on the Save button to create your document.