How to Use Document Central

Prerequisites

At least one vendor added to the platform

Access to the Documents section

Navigation: Sidebar → Documents

Click Documents in the sidebar.

The Document Central page loads showing all documents across all vendors.

Click the Upload Document button.

Select the file and associate it with a vendor.

Add metadata (tags, description) as needed.

Click Submit to upload.

The document list shows:

Column	Description
Document Name	File name and type
Vendor	Which vendor the document belongs to
Linked To	Assessment or risk the document is linked to
Upload Date	When the document was added
Uploaded By	Who uploaded the document

Documents can be linked to:

Assessments — attach documents as supporting evidence for assessment responses

Risks — attach documents as risk evidence or treatment documentation

Open a document's details.

Click Link to Assessment or Link to Risk.

Select the target assessment or risk entry.

Use the Unlinked Documents view to find documents that are not associated with any assessment or risk.

Review and link them to appropriate items to maintain a clean document library.

Use the Export option to download document collections.

Select the documents and export format.

You can also access vendor-specific documents:

Navigation: Vendors → [Select Vendor] → Documents Tab

This shows documents only for the selected vendor, including the option to export.

Issue	Solution
Cannot upload document	Check file size limits and supported formats. Verify your role has Documents Create permission.
Document not appearing in vendor view	Ensure the document is associated with the correct vendor during upload.
Cannot link document to assessment	The assessment must exist first. Create the assessment before linking documents.
Too many unlinked documents	Review and link documents to assessments/risks regularly to maintain organization.