> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assuric.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>
  **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.
</Note>

## 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*.

<Frame caption="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.">
  <img src="https://mintcdn.com/assuric-docs/HVyXIf_Cn1BZ_T5Z/images/documents/resource-document-or-evidence.png?fit=max&auto=format&n=HVyXIf_Cn1BZ_T5Z&q=85&s=70bfabd9e3ccd0cba3fcec9f995b1942" alt="The Select resource choice in Add checklist resource: Assuric Document or Evidence / File" width="456" height="116" data-path="images/documents/resource-document-or-evidence.png" />
</Frame>

## What's in this section

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

## What's covered elsewhere

| Covers | Where |
| - | - |
| The formal review and approval cycle for controlled documents | [Controlled documents](/quality/controlled-documents) |
| Asking staff to confirm they've read a policy | [Checklists: Overview](/people/checklists#resources-items-signing-off-a-policy) |
| Publishing a document on your Trust Centre | [Choosing what to publish](/trust-centre/what-to-publish) |

## Related articles

<Columns cols={2}>
  <Card title="Create a document" icon="file-plus" href="/documents/creating-a-document">
    Start a document, set its details and organise it into folders.
  </Card>

  <Card title="Document versioning" icon="file-clock" href="/documents/versions-and-version-history">
    Approve a version and choose where it's republished.
  </Card>
</Columns>


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