Manage compliance documents including creating, updating, assigning ownership, and removing documents.Documents are used to store evidence required to demonstrate compliance during audits.Who can use this feature?
| All Account Owners and Security Admins |
| Available on the Business plan |
Documents can be reused across multiple frameworks when requirements overlap. This allows you to upload evidence once and leverage it across your compliance program.
Keep documents centralized and up to date. Maintaining a single source of truth simplifies audits and reduces duplicate work.
Create A Document#
1
Sign in to WatchDog Security
2
Open Compliance Center
Navigate to the Compliance Center from the sidebar.
3
Navigate to Documents Tab
Select the Documents Tab in Compliance Center.
4
Select Document
Select a document in the Documents List.
6
Enter Details
Fill in required fields including owner and framework.
8
Add Evidence
Upload files or URLs using Add.
Update A Document#
1
Sign in to WatchDog Security
2
Open Compliance Center
Navigate to the Compliance Center from the sidebar.
3
Navigate to Documents Tab
Select the Documents Tab in Compliance Center.
4
Select Document
Select a document in the Documents List.
6
Update Details
Modify document fields as required.
Assign Document Owner#
1
Sign in to WatchDog Security
2
Open Compliance Center
Navigate to the Compliance Center from the sidebar.
3
Navigate to Documents Tab
Select the Documents Tab in Compliance Center.
4
Select Document
Select a document in the Documents List.
Delete Document#
System-Generated Documents cannot be Deleted
1
Sign in to WatchDog Security
2
Open Compliance Center
Navigate to the Compliance Center from the sidebar.
3
Navigate to Documents Tab
Select the Documents Tab in Compliance Center.
4
Select Document
Select a document in the Documents List.
6
Confirm Deletion
Confirm the deletion action.
What Happens Next#
Documents are stored and linked to compliance controls.
Evidence is centralized and reused across frameworks.
Document status contributes to compliance progress.
Troubleshooting#
If actions are unavailable:
The document may be system-generated
System documents cannot be deleted