Add A Custom Document

• Select Add Document in the top right-hand corner of the Documents page

• Complete the information request in the pop-up modal
• Select Add custom 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 when 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 when the document's effective date
• Select Upload 

Updated September 05, 2023 16:49