> For the complete documentation index, see [llms.txt](https://docs.compliancebot.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.compliancebot.io/policy-management/policy-management-workflow/import-document.md).

# Import Document

### <mark style="color:orange;">**To import a document into Compliance Bot:**</mark>

1. Go to the Published section, click <mark style="color:blue;">**Import,**</mark> and select <mark style="color:blue;">**I**</mark>[<mark style="color:blue;">**mport Document**</mark><mark style="color:blue;">.</mark>](#user-content-fn-1)[^1]
2. Enter the document name and description.
3. Choose a location for your document.
4. Upload the document and select a recurrent schedule if needed.
5. Finally, check the box that says, "I have reviewed the document and am approving it using the above signature," and click <mark style="color:blue;">**Save**</mark> at the bottom. Importing a template also follows the same structure.

<figure><img src="/files/N6Ko85d14hTsB70xvweY" alt="" width="375"><figcaption></figcaption></figure>

### <mark style="color:orange;">To renew a document</mark>&#x20;

To renew a document from the Ready for Renewal section, follow these steps:

* Navigate to the section where documents that have passed their <mark style="color:blue;">**renewal period**</mark> are displayed.

  <figure><img src="/files/zQHtmce8XHvaexA1zm2b" alt=""><figcaption></figcaption></figure>
* Find the document you need to renew
* Click on "<mark style="color:blue;">**Continue with Current Version**</mark>.

<mark style="color:blue;">**This will initiate the renewal process for the document, keeping the current version in use.**</mark>

<figure><img src="/files/g06ApSoEi0b2VHWHulwV" alt="" width="396"><figcaption></figcaption></figure>

[^1]:


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.compliancebot.io/policy-management/policy-management-workflow/import-document.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.