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Fix a Compliance Error When Documents Are Present

Learn how to resolve compliance errors when required documents are already uploaded.

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Written by Terence Cassidy
Updated over a month ago

Overview


You may receive a compliance error on a contract placement even when the required documents appear under the Stored Documents tab. This usually occurs because the document was uploaded to the wrong location instead of the Compliance tab.

⚠️ Important:
You must upload all compliance documents under the Compliance tab for the system to validate them correctly.


Resolve a Compliance Error

  1. Go to the affected placement record where the compliance error appears.

  2. Click the eye icon next to the compliance error to view details.

  3. Click Select New, then upload or link the correct compliance document.

  4. Verify that the document now appears under the Compliance tab, not the Stored Documents tab.

πŸ“Œ Note:
If you see the option to De-select Document, it means the compliance document is already valid and no further action is needed.


πŸ’‘ Best Practices

  • Always upload compliance documents under the Compliance tab, not Stored Documents.

  • Review compliance requirements before adding documents to ensure accuracy.

  • If multiple compliance types exist, double-check that each one is linked to the correct placement.

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