Manage documents for a compliance requirement
Use the compliance requirement detail panel to review requirement information and attach or remove supporting documents.
This guide is designed for project manager.
Steps
Step 1: Open a compliance requirement
From the compliance settings area, select a requirement in the list to open its detail panel on the right-hand side of the screen.
Step 2: Review requirement overview and status
At the top of the panel, review the requirement name, lifecycle category, status chip, and priority badge, along with key metadata such as dates and owners.
Step 3: Navigate to the documents section
Use the tabs within the detail panel to switch to the documents tab, where all linked documents for this requirement are displayed.
Step 4: Attach new documents to the requirement
In the documents section, add or link new documents to the requirement; the list of document IDs updates automatically and is saved for this requirement.
Step 5: Remove documents from the requirement
In the same documents section, remove any documents that are no longer relevant; the requirement is automatically updated and you will see a confirmation toast when the change is saved.
Step 6: Close the requirement detail panel
When you have finished managing documents, select the back or close control in the header to return to the main compliance requirements list.
Last updated: 2026-08-31