Document Distribution

This article describes how to distribute documents within the Document Center.

Follow these steps to distribute a document:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Navigate to the desired Document Folder you want to distribute, then click the More Options icon in the top-right corner.
3. Choose Document Details. A Document Details page will be displayed.
4. Scroll down to the Document Distribution section, then click the Add icon. The Select Employee page will appear.
5. Select Employees by checking the box next to each recipient’s name. You can also select multiple users if needed.
6. Click Share Documents. 
7. The selected recipients appear under Document Distribution. Each recipient receives an email notification that a document has been shared, prompting them to log in to Compliance Manager to view it. The document will be displayed upon access.

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