# Manage Compliance Documents

Manage compliance documents including creating, updating, assigning ownership, and removing documents.

Documents are used to store evidence required to demonstrate compliance during audits.

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:::info
Documents can be reused across multiple frameworks when requirements overlap. This allows you to upload evidence once and leverage it across your compliance program.
:::

:::tip
Keep documents centralized and up to date. Maintaining a single source of truth simplifies audits and reduces duplicate work.
:::

## Create A Document

<Steps>
<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>
<Step title="Open Compliance Center">
  Navigate to the **Compliance Center** from the sidebar.
</Step>
<Step title="Navigate to Documents Tab">
  Select the **Documents** Tab in **Compliance Center**.
</Step>
<Step title="Select Document">
  Select a document in the **Documents List**.
</Step>
<Step title="Click Add Document">
  Click **Add Document**.
</Step>
<Step title="Enter Details">
  Fill in required fields including owner and framework.
</Step>
<Step title="Create Document">
  Click **Create Document**.
</Step>
<Step title="Add Evidence">
  Upload files or URLs using **Add**.
</Step>
</Steps>

## Update A Document
<Steps>
<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>
<Step title="Open Compliance Center">
  Navigate to the **Compliance Center** from the sidebar.
</Step>
<Step title="Navigate to Documents Tab">
  Select the **Documents** Tab in **Compliance Center**.
</Step>
<Step title="Select Document">
  Select a document in the **Documents List**.
</Step>
<Step title="Click Edit">
  Click the **Edit** button.
</Step>
<Step title="Update Details">
  Modify document fields as required.
</Step>
<Step title="Save Changes">
  Click **Save Changes**.
</Step>
</Steps>

## Assign Document Owner
<Steps>
<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>
<Step title="Open Compliance Center">
  Navigate to the **Compliance Center** from the sidebar.
</Step>
<Step title="Navigate to Documents Tab">
  Select the **Documents** Tab in **Compliance Center**.
</Step>
<Step title="Select Document">
  Select a document in the **Documents List**.
</Step>
<Step title="Click Edit">
  Click the **Edit** button.
</Step>
<Step title="Assign Owner">
  Select a user in **Owner**.
</Step>
<Step title="Save Changes">
  Click **Save Changes**.
</Step>
</Steps>

## Delete Document
:::info[]
System-Generated Documents cannot be **Deleted** 
:::
<Steps>
<Step title="Sign in to WatchDog Security">
  Sign in to the [**WatchDog Security Platform**](app.watchdogsecurity.io).
</Step>
<Step title="Open Compliance Center">
  Navigate to the **Compliance Center** from the sidebar.
</Step>
<Step title="Navigate to Documents Tab">
  Select the **Documents** Tab in **Compliance Center**.
</Step>
<Step title="Select Document">
  Select a document in the **Documents List**.
</Step>
<Step title="Click Delete">
  Click **Delete**.
</Step>
<Step title="Confirm Deletion">
  Confirm the deletion action.
</Step>
</Steps>

## What Happens Next

<TipInfo>Documents are stored and linked to compliance controls.</TipInfo>
<TipInfo>Evidence is centralized and reused across frameworks.</TipInfo>
<TipInfo>Document status contributes to compliance progress.</TipInfo>

## Troubleshooting

<AccordionGroup>

<Accordion title="Document Cannot Be Edited Or Deleted" defaultOpen>
If actions are unavailable:

- The document may be **system-generated**
- System documents cannot be deleted
</Accordion>

<Accordion title="User Not Available As Owner">
If assigning owner fails:

- Ensure user is in **framework scope**
- Confirm user has **Compliance access**
</Accordion>

<Accordion title="Changes Not Saving">
If updates fail:

- Ensure required fields are completed
- Refresh and retry the action
</Accordion>

</AccordionGroup>
