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Maintaining Compliance Packages

Helpful Tips to Navigating

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Written by Shauna Greaves
Updated this week

To view your packages, navigate to the Compliance menu and open the Packages screen. You'll see a list of templates you've created.

Each Package has a three-dot menu on the right, click it to view the available actions for that specific template.

Edit: Edit the template
โ€‹Delete: Delete the template
โ€‹Instructions/Notes: Edit or Add the instructions for the template
โ€‹If you click the file name, it will download the template document uploaded.

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