ComplianceBot
  • 🚀ComplianceBot
  • 📋AI Assisted Onboarding
  • 🗂️Dashboard
    • Accessing Compliance Dashboard
    • Understanding Control Details
    • Managing Controls
  • 📖Policy Management
    • Accessing Policy Management
    • Policy Management Workflow
      • Create Documents
      • Edit Document
      • Manage Documents
      • Approve Documents
      • Published Documents
      • Archived Documents
      • Import Document
  • 🎛️Training Management
    • Accessing Training Management
    • Training Management WorkFlows
      • Create Training Program
      • Edit Training Program
      • Assign Training Program
      • Employee Training Program
      • Reopen Training Program
  • Continuous Compliance
    • AWS Integration with ComplianceBot
    • GCP Integration with ComplianceBot
  • 📼Evidence Tasks
    • Accessing Evidence Task
    • Evidence Task Workflow
      • Create an Evidence Task
      • Edit Evidence Task
      • Run Evidence Task
      • Evidence Management
  • 🧑‍💻Vendor Management
    • Accessing vendor management module
    • Vendor Management Workflow
      • Create Form Template
      • Create Form Request
      • Manage Responders
      • Edit Form Template
      • Manage Approver
      • Approve Form Template
  • 🪪Settings
    • Accessing Settings
      • Profile Setting
      • Administrators
      • People
      • Committees
      • Incident Category
      • Training Group
      • Document Groups
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On this page
  • To import a document into Compliance Bot:
  • To renew a document

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  1. Policy Management
  2. Policy Management Workflow

Import Document

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Last updated 8 months ago

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To import a document into Compliance Bot:

  1. Go to the Published section, click Import, and select I

  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 Save at the bottom. Importing a template also follows the same structure.

To renew a document

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

  • Navigate to the section where documents that have passed their renewal period are displayed.

  • Find the document you need to renew

  • Click on "Continue with Current Version.

This will initiate the renewal process for the document, keeping the current version in use.

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