Sometimes you may want to remove a compliance document that you no longer hold currency of; or the organisation may no longer require this type of document, preventing you from updating it. In cases like this it is best to archive the document.

 

TIP: You can learn more about compliance documents and how they are used by reading our guide, Introducing Compliance Documents.

 

Archive a compliance document

To archive an existing compliance document:

1. Navigate to the Compliance Documents section from your application stepper.
2. Locate the compliance document that requires archiving.
3. Hover over the ellipsis icon beside the relevant document.
4. Select Archive from the dropdown menu.
5. Confirm the document archival by clicking the Yes button.

 

View archived compliance documents

To view previously archived compliance documents:

1. Navigate to the Compliance Documents section from your application stepper.
2. Click the blue Show Archived Documents button at the bottom of the page.
3. Locate the archived document you wish to view.
4. Hover over the ellipsis icon beside the relevant document.
5. Select View Detail from the dropdown menu.

 

NOTE: Compliance documents that have been previously archived will show a status of Archived.