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Adding Custom Evidence

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Written by Shannon DeLange
Updated this week

Add a Custom Document

  • Click Add Document in the top right-hand corner of the Documents page, and select + Add document from the dropdown

  • Complete the information requested in the pop-up modal

  • Select Create document

  • Next, you'll be brought to the new document and be able to add Controls.

    • 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 from the top.

    • If the document is linked in another platform, select Add Link and paste the URL into the open field.

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  • Choose the file you would like to upload

  • Add a description and the document's effective date

  • Select Upload

Adding Custom Evidence to a Control

  • From the left-hand navigation panel, select Documents

  • Select the appropriate document name by clicking on it directly

    • You can also filter by Status > Needs Document

  • Select Upload from the top Add New Document modal

    • If the document is linked in another platform, select Add Link and paste the URL into the open field.

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  • Choose the document you would like to upload

  • Add a description and the document's effective date

  • Select Upload

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