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Documents

The Documents section acts as a centralized library where you can securely organize, store, and manage compliance-related files. It helps streamline audits, evidence management, and reporting as all documents are accessible in one place.

1. Accessing the Document Library

  • From the left-side navigation menu, select Documents.

  • The Document Library displays:

    • Folders (e.g., Daily Reports, Evidence)

    • Files with details like name, date created, and size.

  • A Search Document bar is available to quickly find files by name.

2. Uploading Documents

  1. Click the Upload button in the top right corner.

  2. Select the file(s) from your device.

  3. Uploaded documents will appear in the document library with details such as size and date created.

This is useful for adding compliance evidence, templates, and reports.

3. Creating Folders

Organize documents into categories by creating folders.

  1. Click Create Folder.

  2. Enter a Folder Name in the dialog box.

  3. Click Create to finalize.

Example: Create folders for Daily Reports, Monthly Reports, or Evidence.

4. Document Options

Each file in the library has a three-dot menu (⋮) with the following options:

  • Download – Save a copy of the document to your device.

  • Delete – Permanently remove the document from the library.

  • View File Details – See file metadata such as name, uploaded by, last modified date

  • Move to – Relocate the file to another folder for better organization.

5. Searching Documents

  • Use the Search Document bar to locate specific files or folders.

  • Searches can be based on file names (e.g., "evidence") or keywords.

6. Organizing by View

Two viewing modes are available for the library:

  • Grid View – Displays documents in a tile format.

  • List View – Displays documents in a structured table format with columns for name, date, and size.

Toggle between views using the icons near the Upload button.

Best Practices

  • Use Folders to categorize files (Reports, Evidence, Templates).

  • Name Files Clearly (e.g., AML_Audit_Report_2025.pdf).

  • Keep Evidence Updated by uploading documents regularly.

  • Delete Old Versions of reports to avoid confusion.

  • Use Move To for reorganizing without re-uploading.

The Documents Library ensures that all compliance related files are easy to find, well-organized, and securely stored, making audits and reporting smoother.