Document Management Solution

MyComplianceOffice offers rich document management functionality which provides a centralized repository for all documentation, including a specific section for Policies & Procedures documents. Firm documents are stored in an easy to navigate folder structure. MyComplianceOffice also accommodates versioning of documents and maintenance of previous document versions.

Users can easily perform the following document management tasks:

  • Upload new documents.
  • Checkout and edit existing documents.
  • View or edit document properties.
  • Remove documents as required.
  • View any tasks or cases that are associated with a specific document.

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