Featured guide
Create and assess a risk
Learn how to complete CIA and FAIR assessments, add controls, assign treatment actions and manage risk exceptions.
Read the guideCreate, approve, publish, distribute, acknowledge, review and version policies and other governed document types.
Document-type capabilities determine which records require approval, publication, acknowledgement, quizzes, group targeting, external linking and review cycles.
Choose the document type, author content, upload a PDF or maintain an external reference where supported.
Submit for approval, respond to changes and preserve the decision trail.
Choose the audience, satisfy quiz requirements and publish now or schedule.
Track version-specific reading and quiz completion where applicable.
Create a review draft, approve the revision and preserve version history.
Follow the document lifecycle using the guide that matches your task.
Choose the document type, complete metadata and submit the first version.
ApprovalReview content, record the decision and return targeted changes for revision.
DistributionSatisfy document-type publication rules, create quizzes where required and choose the audience.
LifecycleUse review drafts, change summaries and version history to govern later revisions.
Not every document type follows exactly the same path. Administrators configure the active document types and the capabilities each type supports.
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