Compliant Pro Approver Backups

Updated on Feb 11, 2023

Adding/Changing/Deleting Backups

Open Navigation to get to the Administration tab

Select User Profiles, under the Administration tab

Select User Profiles, under the Administration tab

Select 'All Backups' and click on an Approver from the list to change

Select 'All Backups' and click on an Approver from the list to change

Select 'Edit'

Select 'Edit'

For this Approver, amend 1)the document classes, 2)Delegate or 3)backups accordingly

For this Approver, amend 1)the document classes, 2)Delegate or 3)backups accordingly

Enter new names and select. Replace one or more entries

Enter new names and select. Replace one or more entries

Hit Save when complete

Hit Save when complete

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