Upload documents
Click the title to get an overview of the compliance item and then “Edit” to upload the document.
Alternatively, click the icon with 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 it from the computer (Select File) or from the document archive (Select File from Archive) in Boardeaser. Continue by clicking "Save".
Under the "Settings" tab, you can 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 and when. 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, Request documents from responsible.