Custom documents help you organize and track important compliance information. Whether you're creating a new document, linking it to a control, or making edits, the process is straightforward. Follow the steps below to manage your custom documents efficiently.
Creating Custom Documents
Select the +Add document button in the upper right-hand corner of the Documents page
In the box that appears on the screen, fill out all applicable fields.
When done, click the Create document button on the bottom.
Next you'll be brought to the Add document to control window
If the Add document to control modal doesn't appear automatically, you can open it by clicking More in the upper right corner of the new document and selecting Add control
In the Add document to control modal, search for the name of the desired Control
You can use the Framework dropdown to narrow down the search results
When you locate the desired Control, select the name and click the Add button on the right
To add files to the new document, select Upload under Add a new document
If the document is linked in another platform, select Add Link and paste the URL into the open field.
Choose the file you would like to upload
Add a description and the document's effective date
Select Upload
Editing Custom Documents
Click on the More button in the top right corner from the document's page.
Select Edit Custom document from the dropdown.
On the box that appears on the page, fill out all changes to the Custom Document.
When done making changes, click the Save button on the bottom