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 dots in the bottom right corner of the specific document and select Edit details


Screenshot 2024-06-11 at 4.29.05 PM.png

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

Screenshot 2024-06-11 at 4.29.56 PM.png

  • Select Save