How to add, update or delete compliance category?

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How to add, update or delete compliance category?

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To add new category

  1. Proceed to Setting > Compliance & Docs > Compliance Category
  2. Insert new category details and provide remarks if needed
  3. Click Add, and the new category will be added to the category list

To update or delete category

  1. Proceed to Setting > Compliance & Docs > Compliance Category 
  2. Select category to be updated or deleted
  3. Click Update to modify the category or Delete to remove it from the list
  4. To delete multiple categories at once, select the categories and click Bulk Delete
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