Document Management
Manage Trust Center documents, access levels, imports, source sync, and versioned publication flows. Learn the workflows, permissions, screenshots, and…
Document Management
Documents are the primary Trust Center records for policies, reports, and other evidence.
Access
- Admin
- Content Manager
Related Guides
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:
publicrestrictedrequires_ndainternal
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
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- Restoring an archived version to draft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
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