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A unit’s compliance record holds the paperwork that proves its status — certificates, correction affidavits, and other supporting documents. Use this article to add, view, and download those documents from a unit’s compliance panel.
Managing compliance documents is available to the consultant role.

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Open the unit’s documents

Open Compliance, find the unit in the table, and select its name to open the compliance panel. Scroll to the Compliance Documents section near the bottom of the panel.

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Review documents on file

The Compliance Documents table lists each document with:
  • Type — the document type, such as a certificate or affidavit.
  • Date Issued — the date on the document.
  • Actions — a download button to open the file.
If the unit has no documents yet, the table shows “No Compliance Documents.”

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Add a document

Use the uploader in the Compliance Documents section to add a file:
1

Choose the file

Drag in or select a PDF (up to 5 MB). The Upload Document window opens with a preview.
2

Choose the document type

For each page, pick its type from the What type of document is this page? dropdown — for example, Certificate, Violation, Inspection Report, or Supporting Data.
3

Fill in the details and finish

Complete the form for that page, then work through any remaining pages and save. A success message lists the documents added, and the table refreshes with the new entries.
Each upload accepts a single PDF of up to 5 MB. A multi-page PDF is handled one page at a time, so you can give different pages different types — handy when several documents are scanned into one file.

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Affidavits tied to a violation resolution

When you resolve a violation, you can attach a correction affidavit as part of that resolution rather than uploading it here. The affidavit is captured with the violation’s resolution record. See Resolve a violation.

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Download a document

Select the download action on a row in the Compliance Documents table to open or save the file.