The Compliance Center is where you track Artifacts and documents, work through your verification process, and delete documents in bulk. You open it from the left navigation bar or from All Areas. Access depends on a User Role Privilege, so not every user can see it.

How do I open the Compliance Center?

You open the Compliance Center from the left navigation bar or from All Areas. It is a grid view where you can apply quick filters, add columns, use Find to narrow your results, and see individual Artifacts.

Access to the Compliance Center is a configurable User Role Privilege. If you do not see it, ask an Admin to update your User Role. See Compliance User Role Settings.

How do I find specific Artifacts with the quick filters?

Use the quick filters across the top left to show a specific kind of Artifact or document.

Quick filter	What it shows
Expires Soon	Artifacts that are within 30 days or less of expiration.
Pending	Artifacts that are waiting for verification.
Verified	Artifacts that have been verified.
eSignature	All eSignatures.
Background Checks	All Background Checks.
E-Verify Case	Work Authorization through E-Verify Cases.
Form Requests	All Form Requests.

How do I view results by Document Category?

Use the quick filters across the top right to view results by Document Category. Admins configure Document Categories in Settings. See Document Categories.

How do I narrow my results with Find?

Select Find in the top navigation bar to open the Find panel. In the panel, add or remove columns and enter the details you want to narrow your results to. To use your Find options later, or to share them with others, select Save.

💡 Pro Tip: Combine a quick filter with Find. For example, start with Expires Soon, and then use Find to narrow the results to one Document Category.

How do I delete multiple documents from the Compliance Center?

You select the documents in the Compliance Center grid, and then delete them together from the drop-down at the top of the page. The grid calls them attachments. The Parent Name column shows the record that each one belongs to, so you can clean up documents across many records at once. This is available on Business and higher subscriptions.

Open the Compliance Center.
Narrow the grid to the documents you want, using a quick filter such as Expires Soon or Find.
Select the documents. Hold Ctrl and click each one, or drag to highlight several at once. There is no select all option.
Open the drop-down at the top of the page, which shows the number you selected, such as 8 Selected attachments.
Select Delete.
In the Delete Confirmation window, switch the confirmation from No to Yes, and then select OK. The window warns that this permanently deletes the attachments and cannot be undone.
Review the Deleting Documents message, which tells you how many documents were deleted and how many could not be deleted, and then select OK.

eSignature requests that are still out for signature are skipped, and everything else in your selection is deleted. Artifacts that are verified or waiting for verification are not protected from deletion, so check the Status and Verified By columns before you delete credentials.

💡 Pro Tip: Use the Expires Soon quick filter to find documents that are about to expire, review them, and then select and delete the ones you no longer need.

You can also delete documents from the Documents section of a single record. See Deleting Documents on a Record.

Troubleshooting

Why do I not see the Compliance Center?
Access is a User Role Privilege. Ask an Admin to give your User Role access. See Compliance User Role Settings.

Why is an Artifact not in the Expires Soon filter?
Expires Soon shows only Artifacts that are within 30 days or less of expiration. An Artifact with a later expiration, or no expiration date, does not appear.

Why can I not delete an eSignature?
An eSignature that is still out for signature cannot be deleted. Cancel the request first, and then delete it. eSignatures that are canceled or completed can be deleted.

What to share if it still does not work: the name of the Artifact or Contact, the quick filter you used, your User Role, a screenshot of the Compliance Center, and any message you saw.

Why do I not see Delete in the drop-down?
The drop-down appears after you select at least one attachment in the grid. Deleting multiple documents is available on Business and higher subscriptions.

Why can I not select all of the documents in the grid?
The grid has no select all option. Hold Ctrl and click each document, or drag to highlight several at once. To select fewer documents at a time, narrow the grid with a quick filter or Find first.

Key takeaway

The Compliance Center is the grid where you track Artifacts and documents and work through verification. Use the quick filters and Find to narrow your view, and save a Find to reuse it. Access depends on a User Role Privilege. To delete several documents at once, select them in the grid by holding Ctrl and clicking or by dragging, open the drop-down at the top of the page, and select Delete. You can delete documents in bulk from the Compliance Center or from the Documents section of a record.