Document Inventory

App navigation: Governance ? Document Inventory

Document Inventory is a centralized file repository for governance documents – policies, procedures, evidence artifacts, contracts, and any other files your organization needs to track and make accessible across the platform.

Screen Layout #

Navigate to Governance ? Document Inventory to open a folder-based file browser. Files are organized in a folder hierarchy that you create and manage.

[Screenshot: Document Inventory folder view]

Creating Folders #

1. Select New Folder.
2. Enter a folder name and confirm.
3. Folders can be nested to create a hierarchy (e.g., Policies ? Information Security ? 2026).

Uploading Files #

1. Navigate to the destination folder.
2. Select Upload.
3. Choose the file(s) from your computer and confirm.
4. Uploaded files display metadata: file name, upload date, uploaded by, and file type.

[Screenshot: Upload dialog and uploaded file listing]

Using Documents as Assessment Evidence #

Files stored in Document Inventory can be attached to compliance assessment question responses as evidence artifacts:

• When answering an assessment question, select Use Existing File to browse and attach from Document Inventory.
• This avoids re-uploading the same document for multiple assessments.

Best Practices #

• Organize folders by framework or business unit to make evidence retrieval faster during audits.
• Use consistent naming conventions for files so search results are predictable.
• Store the latest approved version of each policy document here so it is available as assessment evidence.