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How to Add External Compliance Documents

Instructions to upload compliance documents from external organisations

Updated over 7 months ago

Compliance in hospitality often relies on keeping regulatory records, certification files and other legal documents organised. Adding these documents to the system ensures everything is stored in one place and easy to access when required. This guide explains how to upload external compliance documents and link them to the relevant areas of the platform.

Quick Guide

Adding External Compliance Documents

  1. From the Dashboard, click on your Account Profile icon in the top right, next to the cog icon.

  2. Select Account Settings.

  3. Navigate to HR Documents.

  4. Select UPDATE from the right.

  5. Scroll to Default Compliance Documents.

  6. Here you can view and edit the company’s existing default compliance documents.

  7. Select UPLOAD Policies DOCUMENTS.

  8. De-select Add business logo.

  9. Upload your document. It must be a PDF.

  10. To save, click on the X in the top right corner.

  11. Your uploaded document will now appear in the document list.

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