Editing a Compliance Document on a Staff Member’s Profile

To edit an existing compliance document on a staff member’s profile:

1. Navigate to the Staff screen. Main Menu > Staff. 2. Use the filters to locate the staff member. Double click to open the staff profile. 3. Click Compliance. 4. Double click on the document to be edited.
5. Edit the information as needed and click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB