ComplianceBot
  • 🚀ComplianceBot
  • 📋AI Assisted Onboarding
  • 🗂️Dashboard
    • Accessing Compliance Dashboard
    • Understanding Control Details
    • Managing Controls
  • 📖Policy Management
    • Accessing Policy Management
    • Policy Management Workflow
      • Create Documents
      • Edit Document
      • Manage Documents
      • Approve Documents
      • Published Documents
      • Archived Documents
      • Import Document
  • 🎛️Training Management
    • Accessing Training Management
    • Training Management WorkFlows
      • Create Training Program
      • Edit Training Program
      • Assign Training Program
      • Employee Training Program
      • Reopen Training Program
  • Continuous Compliance
    • AWS Integration with ComplianceBot
    • GCP Integration with ComplianceBot
  • 📼Evidence Tasks
    • Accessing Evidence Task
    • Evidence Task Workflow
      • Create an Evidence Task
      • Edit Evidence Task
      • Run Evidence Task
      • Evidence Management
  • 🧑‍💻Vendor Management
    • Accessing vendor management module
    • Vendor Management Workflow
      • Create Form Template
      • Create Form Request
      • Manage Responders
      • Edit Form Template
      • Manage Approver
      • Approve Form Template
  • 🪪Settings
    • Accessing Settings
      • Profile Setting
      • Administrators
      • People
      • Committees
      • Incident Category
      • Training Group
      • Document Groups
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  1. Policy Management
  2. Policy Management Workflow

Edit Document

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Last updated 8 months ago

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To Edit Documents

The compliance manager invites editors to collaborate on the document using ComplianceBot. Editors can be subject matter experts, legal advisors, or other stakeholders responsible for contributing to the document's content.

Edit Document

To add an editor :

  1. Click on the document you want to update.

  2. On the Document Details page, click Add Editors.

  3. Select the editors you wish to add.

  4. Set the due date and add a comment if needed.

  5. Finally, click Save.

To edit an editor :

  1. Click the Edit icon.

  2. Make the necessary changes.

After the editor completes their edits, the status will be marked as Complete.

To delete an editor:

  1. Click the Delete icon.

  2. Click Yes, Remove.

Editors can access the document via the Edit Document option on the Document Details page to contribute their expertise and insights.

Once editors complete their editing, they can click Complete Edit on the Document Details page to finalize their contributions.

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