Published Documents

To publish a document:

Once all necessary approvals have been secured, the Compliance Manager proceeds to publish the document:

1. The Compliance Manager clicks the Publish Document button to publish the document.

Publishing ensures the document reaches the relevant stakeholders within the organization or a broader audience, as required

Once published, the document appears in the Published section as an official compliance document.

To view a published document:

• Navigate to the Published section with all approved documents.

• Locate your desired document from the list.

• Click the three dots beside the document.

• Choose "View Document" from the menu.

To initiate a new version of a published document:

1. Click on the three dots and select Create New Version.

2. Choose the version type, assign editors, set a due date, and click Save. The new version will be accessible in the Attention Required section.

3. To invite editors and approvers and publish the document, follow the same steps as when creating a new document.

To add readers to a published document

1. Click on the three dots and select Add Readers.

2. Choose the readers you want and click Done

3. To add someone with their email, click Add More Viewers in the Add Reader section.

4. Enter the user's first name, last name, and email. Select the roles you wish to assign, and if the user is external, enable external sharing.

5. Finally, click Add.