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.

• 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