Easily manage your required documents linked to citations within BoardX using the following procedures. These steps allow you to link, unlink, and add new documents to your citations, ensuring your regulatory and organizational documentation is always up-to-date and accurately aligned with your compliance framework.
Linking Required Documents to Citations
Access the Authority Framework: Open your Advanced Compliance Workspace Dashboard and select the Authority Framework.
Navigate to Citations: Click on the 'Citation' tab.
Select a Citation: Choose the citation you wish to update. A side panel will display all the required documents currently linked to that citation.
Initiate Linking: Click the 'Link' button.
Select Required Documents: Choose the existing required documents from your system that you want to link to the citation.
Confirm Linking: Click 'Link' again to finalize the association.
Unlinking Required Documents from Citations
Access the Authority Framework: From your Advanced Compliance Workspace Dashboard, click on the Authority Framework.
Navigate to Citations: Select the 'Citation' tab.
Select a Citation: Choose the citation for which you want to unlink documents. A side panel will show all linked required documents.
Prepare to Unlink: Check the box next to any documents you wish to remove from the citation.
Confirm Unlinking: Click 'Unlink' to remove the selected documents.
Adding New Required Documents to a Citation
Access the Authority Framework: Navigate to your Advanced Compliance Workspace Dashboard and select the Authority Framework.
Navigate to Citations: Click on the 'Citation' tab.
Select a Citation: Pick the citation you wish to enhance. A side panel will appear displaying all linked required documents.
Add New Document: Click the '+ New' button.
Enter Details: Provide the necessary information for your new required document.
Save: Click 'Save' to add the document to the citation.
These steps provide a structured and straightforward method for managing required documents associated with citations in BoardX, enhancing your ability to maintain compliance and documentation accuracy.