Where can I view stored compliance documents?

You can view previously submitted compliance documents by going to Compliance > 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 compliance requirements that are different from those listed in this article. If you have any further questions, please contact your State PTA leaders. 

Here are the steps to access your Compliance documents:

1. On the toolbar, go to Compliance and click 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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