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Documentation Index

Fetch the complete documentation index at: https://help.dsalta.com/llms.txt

Use this file to discover all available pages before exploring further.

The Documents page is your central repository for all compliance-related files. Upload evidence documents, audit reports, certificates, and any other files your auditors need to review — everything lives in one place.

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What documents are for

During an audit, your auditor requests evidence — SOC 2 reports, penetration test results, insurance certificates, signed agreements, training records, and more. Instead of scrambling to find these files across Google Drive, email, and Slack, you upload them to DSALTA once. When the auditor needs them, they are already organized and ready.

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Viewing your documents

The document list shows all uploaded files with:
ColumnDescription
NameFile name or title you assign
TypeCategory (e.g., Certificate, Report, Agreement, Evidence)
Uploaded ByWho uploaded the document
DateWhen the document was uploaded
Linked ToWhich controls or frameworks this document is evidence for
StatusActive or Archived
Click any document to preview it, download it, or edit its metadata.

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Uploading documents

  1. Navigate to Data Library → Documents in the sidebar.
  2. Click + Upload Document.
  3. Drag and drop your file or browse to select it. Supported formats include PDF, DOCX, XLSX, PNG, JPG, and CSV.
  4. Add a title, select the document type, and optionally link it to specific controls or frameworks.
  5. Click Upload.
You can upload multiple documents at once by selecting multiple files in the file picker.

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Organizing documents

Use document types to keep your repository organized:
  • Certificates — SOC 2 reports, ISO certificates, insurance certificates
  • Reports — Penetration test results, vulnerability scan reports, risk assessments
  • Agreements — DPAs, NDAs, vendor contracts, BAAs
  • Evidence — Screenshots, configuration exports, audit logs
  • Policies — Signed policy documents (these are separate from the Policies module which handles digital acknowledgment)

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Linking documents to controls

When you link a document to a compliance control, it appears as evidence for that control during audits. This means your auditor can see exactly which documents support each control requirement without you having to explain it. To link a document to a control:
  1. Open the document detail page.
  2. Under Linked Controls, click + Link Control.
  3. Search for and select the relevant control(s).
  4. The document now appears as evidence under those controls in the Compliance section.

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Document expiry

Some documents expire — insurance certificates renew annually, penetration tests are valid for a year, SOC 2 reports cover a specific audit period. Set an expiry date when uploading so DSALTA reminds you before the document becomes stale.