When can I view stored compliance documents?

You can view previously submitted compliance documents by going to Compliance > View Documents. All admins will have access to historical compliance documents. Your State PTA can also access these files to ensure you are in compliance with State PTA policies.

Compliance Document storage sorts your documents into different compliance categories.  Please Note: Your State PTA may have different compliance requirements than what is listed in this article. If you have any further questions on this, please reach out to your State PTA leaders to inquire. 

Here are the steps to access your Compliance documents:

1. On the toolbar go to Compliance and click on View Documents.

2. You can filter the year or click on a folder and then filter on the year to view the documents. 

3. Click on the document to view or download the file. You can also click on the 3 dots next to the file to download or preview the file.

 

Questions? Contact Givebacks Support.

 

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