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.
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- 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.
- 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.
- Choose the document you would like to upload
- Add a description and the document's effective date
- Select Upload