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Create and assess a risk
Learn how to complete CIA and FAIR assessments, add controls, assign treatment actions and manage risk exceptions.
Read the guideDocument Management
Create, approve, publish, distribute, review and version policies and other governed documents.
Start with the workflow
From first draft to controlled publication
The workflow keeps ownership, approval, distribution and version history together.
1
Create
Use a template, start from scratch or upload an existing PDF.
2
Review
Approve, reject or request targeted changes.
3
Prepare
Create quizzes and choose the intended audience.
4
Publish
Publish immediately or schedule a future date.
5
Review again
Use reminders, major/minor versions and complete history.
Core workflows
Work with governed documents
Follow the complete document lifecycle using the guide that matches your task.
Start here
Create a document from a template
Complete metadata, select a governed template and submit the first version.
ApprovalApprove, reject or request changes
Review content, provide precise comments and resubmit revised documents.
DistributionPublish documents, quizzes and audiences
Create quizzes, target recipients and choose immediate or scheduled publication.
LifecycleReview and version documents
Manage review dates and automatic major or minor version increments.
Important operating rules
Document rules are configurable
Administrators define review periods, quiz support, reminders, document types and recall behaviour.
- Policies can be organisation-wide or group-targeted.
- Other document types are distributed to selected groups.
- A submitted document can be recalled only before an approver acts.
- Version history retains the reason and approval trail.
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