Edit Documents in your Compliance Obligations

Each document in your compliance obligations has a number of properties that can be edited. These include 

  • Grouping – Determines where a document will appear in the compliance obligations
  • Item – Determines where a document will appear within its grouping
  • Section – An additional small text field that can be seen in List View
  • Status – The compliance status of the document chosen by the responsible person
  • Responsible Person – The person responsible for monitoring the document.
  • Notes – An additional text field that is available for all documents
  • Custom Fields – Additional text fields added by users

These properties can be edited in two ways:

Individually Edit Compliance Obligations

To Edit an individual document, click on the edit icon that appears next to its title. This will bring you to the edit page where you can edit the following:

  • Grouping
  • Item 
  • Section
  • Responsible Person
  • Notes
  • Custom Fields

Please note that status cannot be edited in this way

Bulk Edit Compliance Obligations

To edit multiple documents at once, go to the top of the page and click Select Documents. This will cause checkboxes to appear next to all of he documents on the current page. Use these checkboxes to choose the documents that you would like to edit and click ‘Edit Selected’. This will cause a modal to appear that will allow you to edit the following:

  • Grouping
  • Item
  • Status
  • Responsible Person
  • Notes
  • Custom Fields 

Please note that for any fields that you do not edit, no changes will be made to the selected documents. For any fields that you do edit, the changes will be applied to all selected documents.

Once you have finished, click Apply. The changes will then be applied to all documents.

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