Edit Document

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.