How do I use the Documents Hub?
The Documents hub is a central repository within the Risk Ledger platform where you can store and manage documents relevant to your assessment. This is where any and all documents you have uploaded to the Risk Ledger portal can be viewed and easily accessed.
Examples of documents you might find here include:
Evidence uploaded to Controls
Documents you’ve uploaded in Discussions with your clients
Documents uploaded when using Quick Answer to complete your initial assessment
Any other documents you choose to manually upload into this section
Accessing the Documents Hub
You can access the Documents Hub by going to the Documents section in the Risk Ledger portal.
Here you can:
Add new documents
Search for and view existing documents
You can also click the three-dot button on any file to give you access to the following (shown in the screenshot below):
Download - allows you to download a copy of any document in the Documents Hub
Rename - allows you to rename your document
Replace - allows you to replace the document in question with an alternative document, which is particularly useful if you’d like to replace a document that is already attached to a control
Hide from clients - this is a useful feature if you have a document that is useful but you don’t want a client to see. An example, could be the use of a document alongside Quick Answer.
Delete - allows you to delete specific documents
Using the Documents Hub for Quick Answer
When using Quick Answer to complete your initial assessment, you can upload new documents that you’d like Quick Answer to use as a data source into the Documents Hub. You’ll then be able to regenerate answer suggestions from the information in any of the new documents you’ve uploaded.
💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.