Summary
The Documents section shows all documents that have been uploaded in the system. It is the central place where you can view, edit, and manage documents.
How to use it
Opening Documents
- Click Documents from the left menu.
- You will see a list of all documents in the system.
Working with a Document
- Click on a document to open it.
- You can:
- Preview the file
- Edit details (name, description, issue/expiry date)
- Download, delete, or save changes
Kebab Menu (⋮)
Hover over a document and click the kebab menu to see more options:
- Dates
- Edit
- Alert
- Copy Link
- Delete
- Destroy (permanent delete)
- Download
Top Menu
At the top of the page you will find:
- Export – download the list of documents
- Filters – filter by name, type, or documents with policy
- View – switch between list view or card view
- Quick Find – search for a document quickly
Where to use it
Use the Documents section to:
- Keep track of compliance and policy files
- Review certificates, licenses, and agreements
- Access documents used in risk or governance tasks
- Share and manage files across teams
Tips
- Use filters and quick find to save time searching
- Set alerts for expiring documents
- Use destroy only when you want to permanently delete a file
- Export the list if you need an offline record