Upload documents
Click on the title to get an overview of the compliance item and then “Edit” to upload the document.
Alternatively, you can click on the icon with the three dots next to the title and select "Edit".
The version title can be set here, and the start and end dates can be entered. If no end date is desired, leave the field empty. Attach the relevant document if necessary by selecting from the computer (Select File) or selecting files from the document archive (Select File from Archive) in Boardeaser. Continue by clicking "Save".
Under the "Settings" tab, it is possible to set the responsible role.
When a document is uploaded, either by you or someone else, you can mark it as read. Quickly browse documents on the "Documents" button, those starred in this list are those you are responsible for.
Overviews
Compliance
The first tab, "Compliance", shows the current list of documents and their status.
Readings
The "Readings" tab shows a list of which documents have been read by whom:
Permissions
The "Permissions" tab shows who is responsible for which document. Change responsibility by clicking “Configure”:
History
The "History" tab shows which documents have been updated or not at which time. Over time, you can follow which documents were compliant at which time. See examples:
My compliances
The "My compliances" tab shows the documents you are responsible for.
Request documents from the responsible
See how you can request documents from the responsible in this guide, How do I request documents from responsible?