This article explains how to edit a draft attestation in Compliance Manager. Draft attestations allow users to save progress and make changes before sending the attestation to employees for completion.
Follow these steps to edit a Draft Attestation:
Navigate to My Workspace → Attestations. The All Attestations page will be displayed by default.
- Use the Filters panel and select Incomplete to display draft or incomplete attestations.
- Select the desired attestation to open the Attestation Details page for editing.
- Navigate to the More option icon and choose Edit from the menu.
- Edit the attestation as needed.
- Select Save as Draft to keep the attestation in draft status and continue editing later.
- Select Submit to send the attestation to the selected users.
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