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