Documents: Overview

Write, version and approve your policies and procedures in Assuric’s own editor, keep your evidence alongside them, and start new documents from templates.

Quick summary

• Documents lets you write, version and approve your policies and procedures in Assuric’s own editor, with your evidence kept alongside.
• A document keeps every approved version, but an evidence item stays as it was when you attached it.
• An approved document can go on your Trust Centre and staff portal, and staff can sign it off in a checklist.

Documents, evidence and templates

Tab	What it holds	Versioned and approved?
Documents	What you write and approve: policies, procedures, plans	Yes, and each approved version is kept with who approved it and when
Evidence & Files	Proof: certificates, screenshots, links, notes, uploaded files	No, because an evidence item (a file, link, note or a specific document version) is attached as it was at the time
Templates	Starting points for new documents, from Assuric or your own	The documents you create from them are, like any other document

You write documents in Assuric’s own editor.

• Placeholders: live values keep details like your company name and role holders the same everywhere.
• Controlled documents: add a formal review cycle, with optional e-signatures.
• Approved documents: can go on your Trust Centre and staff portal, and staff can sign them off in a checklist.

Documents and evidence are both resources

A resource is a document or evidence item you attach or link to elsewhere in Assuric. When you add one to a checklist item, for example, you choose Assuric Document (at a specific approved version) or Evidence / File.

Add checklist resource asks which kind of resource you're adding. 1 is Assuric Document, for a versioned document. 2 is Evidence / File, for an evidence item.

What’s in this section

Page	Covers
Create a document	Starting a blank document, from a template or by upload, its details and permissions, and folders
The Assuric document editor	Editing and formatting, change history, comments and live collaboration, import and export
Keep documents current with placeholders	Inserting placeholders and cross-references, configuring live tables, and creating your own
Default placeholders	Every placeholder that comes with Assuric, live tables, and what an approved version keeps
Templates	Assuric and custom templates, and making your own
Document versioning	Approving a version, logging a minor change, republishing, and earlier versions
Evidence and files	Adding evidence, its types, and tagging it to products
Documents FAQ	Quick answers to common questions

What’s covered elsewhere

Covers	Where
The formal review and approval cycle for controlled documents	Controlled documents
Asking staff to confirm they’ve read a policy	Checklists: Overview
Publishing a document on your Trust Centre	Choosing what to publish

Related articles

Create a document

Start a document, set its details and organise it into folders.

Document versioning

Approve a version and choose where it’s republished.