How to Use Document Central
Prerequisites
At least one vendor added to the platform
Access to the Documents section
Accessing Document Central
Navigation: Sidebar → Documents
Click Documents in the sidebar.
The Document Central page loads showing all documents across all vendors.
Document Central Features
Uploading Documents
Click the Upload Document button.
Select the file and associate it with a vendor.
Add metadata (tags, description) as needed.
Click Submit to upload.
Viewing Documents
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 |
Linking Documents
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.
Unlinked Documents
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.
Exporting Documents
Use the Export option to download document collections.
Select the documents and export format.
Per-Vendor Documents
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.
Troubleshooting
| 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. |
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