Monitor document compliance status
Review document compliance statistics, identify expired or expiring documents, and refresh the data to keep your oversight up to date.
This guide is designed for project manager.
Steps
Step 1: Open the Document Compliance widget
Locate the Document Compliance widget on your dashboard to see a summary of required, submitted, pending, and expired documents.
Step 2: Review overall compliance metrics
Check the headline figures and compliance percentage chart to understand how many documents are required, how many are submitted, and your current compliance level.
Step 3: Identify expired and expiring documents
Look at the expired and expiring document indicators and the list of upcoming expiries to see which documents need urgent attention.
Step 4: Refresh the compliance data
Use the refresh control on the widget to pull the latest compliance data from the system and ensure the figures you see are current.
Related Guides
Last updated: 2026-07-29