Keep the documents checklist

1. Open Policies. Documents you need shows how many you hold. Tap Show.
2. For a document you hold, tap Record, give the date of the version you hold and when it’s next due, attach it if you want, and tap Save.
3. For a certificate, pick it from your register under Which certificate is this? and tap This is it.
4. For one that doesn’t apply to your home, tap Doesn’t apply and say why.

When it’s done

The document shows as held, with its next due date. The count at the top goes up.

If it doesn’t work

• It says the certificate isn’t on your register: add it to Certificates first, then reload.
• It says that certificate is in a different category: pick one of the right kind.
• It didn’t save: reload the page and try again.