Import Document

To import a document into Compliance Bot:

1. Go to the Published section, click Import, and select I

2. Enter the document name and description.

3. Choose a location for your document.

4. Upload the document and select a recurrent schedule if needed.

5. Finally, check the box that says, "I have reviewed the document and am approving it using the above signature," and click Save at the bottom. Importing a template also follows the same structure.

To renew a document

To renew a document from the Ready for Renewal section, follow these steps:

• Navigate to the section where documents that have passed their renewal period are displayed.

  
• Find the document you need to renew

• Click on "Continue with Current Version.

This will initiate the renewal process for the document, keeping the current version in use.