In this article, users will learn the steps required for viewing compliance information. This is a useful feature for users to understand if they need there will be an action required by them or the system to remain compliant depending on the user’s context.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Viewing Document compliance information with Filer
Navigate to the SharePoint site where Filer is installed at your organisation.
Search for the record you are looking for using search, bookmarks, views or briefcases.
Select a document that you want to view compliance information. Click the ‘Compliance’ icon. Some documents may not have compliance information associated and will have the option greyed out.
A pop-up box will display with information about the compliance relevant to the document selected.