Modules
Documents Module
Organize governed documents, evidence references, policies and reviewable records.
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The documents module provides structure for policy documents, evidence and controlled records used across workflows, audits and obligations.
Overview
Documents support governance by giving teams a controlled place to store references, evidence and policy-linked files.
What this module does
The module stores metadata, references and lifecycle information instead of treating documents as uncontrolled attachments.
- • Document indexing and categorization.
- • Links to obligations, controls and audits.
- • Validation and review status.
- • Reporting and evidence reference support.
Typical workflow
Teams upload or reference a document, assign ownership, link it to relevant records and use review cycles to keep content current.
Permissions and access
Sensitive documents should be limited by role and, when needed, by entity or integration boundary.
Best practices
Use metadata consistently, avoid duplicate uploads and store source-of-truth references when documents live in external repositories.
Related documentation