# 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]:


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# Agent Instructions: 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:

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

The question should be specific, self-contained, and written in natural language.
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.