# Document Management

URL: /en/docs/user-guide/documents
Last Updated: 2026-07-30T21:15:44.649Z

## Description
Manage Trust Center documents, access levels, imports, source sync, and versioned publication flows

## Available Actions
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- View step-by-step instructions
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## Content
# Document Management

Documents are the primary Trust Center records for policies, reports, and other evidence.

## Access

* **Admin**
* **Content Manager**

## Related Guides

* [Source sync](/en/docs/user-guide/documents/source-sync)
* [Notion import](/en/docs/user-guide/documents/notion-import)

## Document List

The main Documents page supports:

* Search
* Access-level filters
* Inline access-level updates
* Visibility for stale documents

The access levels used by the app are:

* `public`
* `restricted`
* `requires_nda`
* `internal`

## Creating Documents

The new-document flow supports:

* Starting from a template or a blank document
* Uploading a file directly
* Importing from **Google Docs / Drive**
* Importing from **Notion**
* Importing from **Confluence**
* Assigning categories
* Choosing an access level
* Setting a slug for the public Trust Center URL

## Document Slugs

A document slug is the stable URL identifier used by the Trust Center when visitors open a specific document. Use lowercase letters, numbers, and hyphens only, for example `privacy-policy` or `soc-2-report`.

Slugs must be unique across documents and certifications in the same Trust Center. If a slug is already in use, Admin Center shows the conflicting item so you can open it and decide whether to edit the existing record or choose a different slug.

## Working On A Document

From the document detail page you can edit metadata, manage the file, and change access level. When the document was created from a supported source, the page can also run **source sync**.

## Versioning

Versioning can be enabled from the Validity tab of a document.

Once versioning is enabled, additional version management controls become available in the Admin Center:

* **+ / - Compare** - Compare any two versions side by side to quickly identify what has changed between revisions.
* **Gear icon** - Create and maintain an internal changelog for the version. This changelog is intended for internal use and helps document the rationale behind changes.
* **Play icon** - If AI features are enabled for your tenant, Orbiq can automatically generate the changelog by analyzing the differences between versions, saving time while still allowing you to review and edit the result before publishing.

Regarding publication:

* Draft and archived versions remain invisible in the Trust Center.
* Published versions become available to visitors.
* Each published version can have its own slug, allowing clean, user-friendly URLs.
* Any published version can be designated as the default version, which is the version users will see when they open the document without specifying a particular version.

## Source Imports And Sync

Supported source-backed document flows are:

* Google Docs / Drive
* Notion
* Confluence

## Related Docs

* [Account documents](/en/docs/user-guide/accounts/account-documents)
* [Integrations & API Keys](/en/docs/user-guide/integrations)