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