Documents

Adding Documents

• To add a new Document select the button + Add document
• This will open up a modal form, where you can upload a file.

• You have the option to link a file to a Compliance Framework. e.g. an ISO 27001 certificate
• Select Choose a framework; which will provide a drop-down of your current compliance frameworks.

Note: If the compliance framework you are looking for is not there, you will need to add it. Read our guide on Adding a Compliance Frameworks

Editing Documents

1) Screenshot below, shows Document uploaded to SOC 2 Type II compliance framework.

2) Screenshot below shows hover-state for a compliance framework with a document attached.

When a customer or prospect clicks to request, it will If you require any further help, please get in touch with us at support@auditee.io