Adding a single piece of proof to a control
Proof can be linked to objects like controls, labels, and tasks, or you can import proof at the organizational level to use later on. If you have a scenario where a single piece of proof (or evidence) needs to be on a single control, we recommend navigating to the control and uploading that proof directly to the control.
In this video, we'll go over how to add a single piece of proof to a control. We'll discuss how to add that proof via the Proof Picker and the different import options available in the Proof Picker.
The tutorial below is shown from the perspective of the administrator role with object permission as a manager. If you are in a different Hyperproof role or have a different permission, you may not have access to some of the areas shown, or they may be grayed out.
Click the arrow below to learn more:
Linking proof to a control
Linking proof to a control
From the left menu, select Controls.
Select the control that you want to link proof to.
Select the Proof tab.
Add your proof in one of the following ways:
Drag and drop files onto the proof grid.
Click Add proof and select one of the following:
My Computer - To use proof stored on your computer, click My Computer in the upper-left corner.
Cloud storage integration - To use proof stored in an integration, such as Drive, select the integration’s icon from the Add integration section in the bottom-left corner. Optionally, turn on LiveSync to automatically keep your proof up to date.
Paste a link - Select this option to use a website URL as proof. The URL is rendered as a “Link” file type in Hyperproof; the only information shown in the file is the URL.
Paste an image - Select this option to use a screenshot as proof. Take a screenshot (Cmd-Shift-5 on Mac, Shift-S on Windows), copy it to the clipboard, and then paste it in Hyperproof. Chrome users may need to allow this functionality if prompted by the browser (refresh the page after clicking Allow).
Existing proof - To reuse proof that already exists in your organization, select either Labels, Proof, My Controls, Vendors, Risks, or Programs from the left menu
Editable facepile
Every piece of proof contains an editable facepile that allows you to add users to proof, view direct and inherited members, and view user roles.
Users with direct access have been explicitly added to the proof. These users do not need to have access to the root object or module, such as a control, to interact with the proof they’ve been added to.
Users with inherited access are connected to the proof by a root object or module, such as a risk. These users are not required to interact with the proof, but they can if needed. What they can do in terms of permissions is determined by their assigned role (manager or contributor). Click the link next to an inherited member’s email address to view the root object or module.
When proof is made private, only users with direct access who have been added to the proof can open and preview the proof. Users who are members of objects linked to private proof can't open or preview the proof, but can see the proof name with a lock icon on proof lists.
Click the arrows below to learn more:
Making private proof from the proof viewer
Making private proof from the proof viewer
From the left menu, select Proof.
Use the Search all proof option to locate the piece of proof you want to make private.
From the proof list, click the name of the proof.
The Proof viewer opens. See Viewing proof.
Click the facepile at the top of the viewer.
The Member access window displays.
Click the lock icon next to Inherited access at the bottom of the window.
A confirmation window displays the number of members with inherited access who will lose access to the proof.
Click Confirm to make the proof private.
Close the Member access window.
A banner with a lock icon displays on the Proof viewer indicating the number of people with access.
Click Done to close the Proof viewer.
Making proof private from the proof picker
Making proof private from the proof picker
From the left menu, select Proof.
On the Proof page, click the Add proof button.
Select a source for the proof you want to upload and make private.
If you select My computer:
Click the drop-down arrow next to the My computer option and select Upload private proof.
Browse to a folder on your computer and select one or more files from the file list.
Click Open.
If you select Paste an image:
In the Name field, enter a name for the image. This field is required.
Make sure the image is copied to your clipboard.
Click in the box in the center of the Proof Picker.
Click the Paste button.
Scroll down below the image and select the Make proof private checkbox.
Click the Add proof button.
If you select Paste a link:
In the Link field, enter the link you want to add as proof. This field is required.
In the Name field, enter a name for the proof. This field is required.
Enter a description for the proof. This field is optional.
Select the Make proof private checkbox.
Click the Add proof button.
If you choose a Cloud storage integration, such as Google Drive:
Select the integration containing the proof you want to add, such as OneDrive.
If you have not already configured the connection to the integration, a pop-up window displays requesting your credentials. Configure it now.
Use the Search field or browse to the proof you want to add and select one or more files or folders.
Optionally, turn on LiveSync to automatically update the selected proof when changes are made to the source file. If you selected a folder, all proof in the folder is monitored for changes. See Using LiveSync.
At the bottom of the Proof Picker, Select the Make proof private checkbox.
Click the Add proof button.