How to update compliance documents

When one of your compliance documents nears its expiry, it's important to update the existing document so that your profile doesn't become suspended or fall into non-compliance.

Tip:  You can learn more about compliance documents and how they are used by reading our guide; Introducing compliance documents.

Update a compliance document

To update an existing compliance document:

1. Navigate to the Compliance Documents section from your application stepper
2. Locate the document that requires updating
3. Hover over the ‌ more icon beside the relevant document
4. Select Update from the drop-down menu
5. Update the details of the compliance document as required
6. Click the Add Document button

Tip:  If you are unable to select the relevant type of document from the drop-down menu when updating a compliance document you should instead archive the document. You can learn how to archive compliance documents by reading our guide; How to remove a compliance document.

Note:  Account suspensions due to expired compliance documents are normally lifted overnight once the relevant document has been updated or archived.

View previous versions of an updated compliance document

To view a previous version of an updated compliance document:

1. Navigate to the Compliance Documents section from your application stepper
2. Locate the compliance document that you previously updated
3. Hover over the ‌ more icon beside the relevant document
4. Select Show History from the drop-down menu to display the previous versions
5. Hover over the ‌ more icon beside the version you wish to view
6. Select View Detail from the drop-down menu

Note:  Previous versions of a compliance document will appear in the list of compliance documents with a status of Replaced.