Documents
Store, manage, and review all compliance documents in one place, policies, procedures, risk assessments, method statements, and any other controlled documents. Each document has a status (Draft, Pending Sign-off, Current, Due for Review), a review cycle, version history, and an approval workflow.
Common actions
- 1
Upload a document: tap "+ Add Document" and upload a PDF. The AI analyses the document and auto-fills the title, category, department, author, version, and suggested review date. Check the pre-filled fields and save.
- 2
Review and approve a document: open a document in "Pending Sign-off" status. Review the content, then change the status to "Current" and save. The approval date is recorded automatically.
- 3
Mark a document as Due for Review: documents with a review date in the past are flagged automatically. Open the document, update the review date after completing your review, and change the status back to "Current".
- 4
View version history: each time a document is edited and saved, the previous version is stored. Open any document and scroll to the Version History section to see all previous versions with their dates.
- 5
Search for a document: use the search bar at the top of the list to find a document by name or keyword. Use the Category and Department filters to narrow the list.
- 6
Download or share: open any document and use the download link to get the file. Share the download link with committee members or auditors as needed.
💡 Tip
The AI extraction works on uploaded PDFs. It reads the document content and suggests the most likely category and review date. For policies you've written in-house, the AI's suggestions are usually accurate. Always verify the review date before saving, as some policies may need a shorter cycle than the AI suggests.