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 publish a document:
  • To view a published document:
  • To initiate a new version of a published document:
  • To add readers to a published document

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  1. Policy Management
  2. Policy Management Workflow

Published Documents

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Last updated 8 months ago

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To publish a document:

Once all necessary approvals have been secured, the Compliance Manager proceeds to publish the document:

  1. The Compliance Manager clicks the Publish Document button to publish the document.

Publishing ensures the document reaches the relevant stakeholders within the organization or a broader audience, as required

Once published, the document appears in the Published section as an official compliance document.

To view a published document:

  • Navigate to the Published section with all approved documents.

  • Locate your desired document from the list.

  • Click the three dots beside the document.

  • Choose "View Document" from the menu.

To initiate a new version of a published document:

  1. Click on the three dots and select Create New Version.

  2. Choose the version type, assign editors, set a due date, and click Save. The new version will be accessible in the Attention Required section.

  3. To invite editors and approvers and publish the document, follow the same steps as when creating a new document.

To add readers to a published document

  1. Click on the three dots and select Add Readers.

  2. Choose the readers you want and click Done

  3. To add someone with their email, click Add More Viewers in the Add Reader section.

  4. Enter the user's first name, last name, and email. Select the roles you wish to assign, and if the user is external, enable external sharing.

  5. Finally, click Add.

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