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Document help

Exploit the power of secure online document management for all of your compliance and risk documents

How to add a document
You can add a document from the Dashboard OR the Document manager by clicking the "+" button as shown below : Cant see the "+" but...
Mon, 4 Jan, 2021 at 4:24 PM
How to share a document
Once you have completed all the document information, you may wish to share the document with one or more people. You can also do this from your document ma...
Mon, 4 Jan, 2021 at 4:29 PM
How to replace a document
If you need to select a different document, or simply renew an existing policy for example, you can you the Replace function. There are multiple ways you c...
Tue, 5 Jan, 2021 at 11:18 AM
Documents overview
The secure, online home for your Risk documents TrackMyRisks is a secure, online platform for Risk Management. All businesses regardless of size and sector...
Fri, 22 Jun, 2018 at 2:39 PM
How to create document tags
Document Tags Documents stored within the TrackMyRisks Document Manager, can be assigned Tags.  Tags have been introduced to help filter relevant documenta...
Thu, 31 Oct, 2019 at 3:50 PM
A guide to document permissions
Document permissions The table below shows the differing levels of Document Permissioning depending upon User type. *only to particular user gr...
Thu, 31 Oct, 2019 at 3:51 PM
A guide to document notifications
Document expiry notification emails If a document has an expiry date set, the system will generate automatic email notifications on 90 days, 60 days, 30 da...
Thu, 31 Oct, 2019 at 3:51 PM
Date entry shortcuts
Entering your dates for documents or filtering couldn't be easier. PLEASE NOTE : Using shortcuts on the expiry date field will be in relation to th...
Tue, 21 Jan, 2020 at 1:03 PM