Now that you’re building a collaborative environment for managing compliance obligations, you need a system to securely store and share important documents.
This guide will equip you with the knowledge to leverage AutoComply’s document management features effectively. We’ll explore how to:
- Upload and organize compliance-related documents within the platform.
- Assign access permissions to ensure only authorized team members can view or edit specific documents.
How to Upload Documents
1. On the left menu bar, select Documents. You can choose to upload a new document or create a new folder. In this guide, we’ll upload a new document.
2. Click New and select Upload a document.
3. Once the document has been uploaded, you can share it with your team members by clicking the 3 dots to the right of the document.
4. Next, click Share and select your team members from the dropdown and share.
Assigning Permissions
You can assign permissions to your team members when onboarding them.
1. Click Teams on the left menu bar
2. Select the role of the team member
3. Choose the appropriate permissions taking into account that this gives access to documents and obligations that can be viewed.
To configure your first custom obligation, view this guide
