What's the difference between Documents and Evidence & Files?
What's the difference between Documents and Evidence & Files?
Documents is what you write and approve, like policies and procedures. Evidence & Files is proof, not prose: screenshots, certificates and links. Evidence isn’t versioned or approved. See Documents: Overview.
Can I upload a PDF as a document?
Can I upload a PDF as a document?
No. Documents takes
.docx, .doc and .xlsx. Any other file you drop there, like a PDF, is added to Evidence & Files as evidence. See Create a document.Are controlled documents and e-signatures switched on for every workspace?
Are controlled documents and e-signatures switched on for every workspace?
No. Each is switched on per workspace. See Make a document controlled and E-signatures.
If I upload a document that already went through several versions elsewhere, do I lose that history?
If I upload a document that already went through several versions elsewhere, do I lose that history?
Partly. Assuric doesn’t import the earlier versions, but the file you upload is kept as version 0.0, labelled (Original), so the document’s history in Assuric starts from it. See Document versioning.
Do I need to keep a separate copy of an approved document for my records?
Do I need to keep a separate copy of an approved document for my records?
No. Each approved version is saved as a PDF with the values it had when it was approved. See Document versioning.
If I approve a new version, does my Trust Centre or staff portal update by itself?
If I approve a new version, does my Trust Centre or staff portal update by itself?
Yes, by default. When you approve a new version, Republish options lists every place the document is used, each ticked. Untick any you want to leave on the old version. See Republish options.
How many templates does Assuric provide?
How many templates does Assuric provide?
It depends on the frameworks enabled in your workspace. You’ll see them under Assuric Templates on the Templates tab, alongside your own. See Templates.
Can I turn a document I already wrote into a template?
Can I turn a document I already wrote into a template?
Yes. Open the document’s ⋯ menu on the Documents tab and click Clone to template. See Create a custom template.
Related articles
Documents: Overview
Documents, evidence and templates, and where each is covered.
Document versioning
Approve a version and choose where it’s republished.