Documents Dashboard
The Documents tab serves as a central repository for all files and evidence related to a specific vendor. This helps you keep your due diligence and audit trails organized.
You can upload various file types, including security policies, questionnaires, audit reports, and more.
Key Features of the Documents Table:
Document: This column lists the names of the uploaded files.
Description: A brief description of the document's content.
Type: The category of the document (e.g., "General," "Breach or Incident Document," "ISO 27001 Certificate"). This helps in filtering and organization.
Owner: The user who uploaded or owns the document.
Created: The date the document was uploaded.
Using the Dashboard:
Add a New Document: Click the + New Document button to upload a file from your computer.
Search & Filter: Use the search bar and filter options to quickly find specific documents based on their name, description, or type.
Drill Down: Click on any document to view its details, including the file itself, the description, and the date it was added.
Accessing Document Details
From the Documents dashboard, click on a document's name to open the detailed view panel.
This panel provides all the information you need to understand the context of the document and manage it.
Document Details Panel:
Document Name: The name of the file at the top of the panel.
Document Details: This section provides metadata about the document:
Name & Type: The name of the document and its assigned category.
Source: The user who uploaded the document.
Date Added: The date the document was uploaded.
Description: The full description of the document.
Document Preview: At the bottom of the panel, you can see a preview of the document itself and options to download or manage the file.
Initiating the Process
From the Documents dashboard, click on the + New Document button.
A dialog box titled "Add a New Document" will appear.
Adding Document Details:
Title: Enter a descriptive title for the document (e.g., "SOC 2 Audit Report 2024").
Description: Add a brief description to provide context about the document's content.
Uploading the File:
You can upload the file in two ways:
Drag and drop: Drag the file directly from your computer into the upload area.
Select files: Click the Select files button to browse your computer and choose the document you want to upload.
The platform supports various file types (e.g., docx, jpg, pdf, png, xlsx) up to 50 MB.
Finalizing the Upload:
Once you have entered the details and selected the file, click the Upload button to add the document to the vendor's profile.
