How to Update the Effective Date for a Document

  • Updated

You may have cases where a document uploaded on your Documents Page has a different date it went into effect than the date it was uploaded. You can utilize the Effective Date to note this.

 

  • Select the document you'd like to change the date of from the Documents Page
  • Select the three gots in the bottom right corner of the specific document and select "Edit details"

    Screen_Shot_2023-03-10_at_2.00.00_PM.png

  • This will open up a menu where you can edit the Effective date



Screen_Shot_2023-03-10_at_2.00.30_PM.png

  • Select save

 

Additional Resources

 

Was this article helpful?

Have more questions? Submit a request