Document Management

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

Access

• Admin
• Content Manager

Related Guides

• Source sync
• 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

Document versioning supports:

• Enabling or disabling versioning
• Creating draft versions
• Publishing a version
• Archiving a version
• Restoring an archived version to draft
• Activating a published version
• Viewing diffs and changelogs

When versioning is enabled, edits can be prepared in draft without changing the live Trust Center version immediately.

Source Imports And Sync

Supported source-backed document flows are:

• Google Docs / Drive
• Notion
• Confluence

Related Docs

• Account documents
• Integrations & API Keys