Document management

Document management

How to upload, organize and link privacy documents in the Documentation section.

Uploading a document

From Documentation → Documents click Upload document. PDF, DOCX, XLSX and TXT formats are supported. Every document is subject to automatic versioning.

Document categories

  • Internal policies and procedures
  • Privacy notices (clients, employees, vendors)
  • Appointments (DPO, processors, authorized staff)
  • DPA contracts with vendors
  • Templates and models
  • Correspondence with the authority

Documents can be linked to the processing activities in the Records. This lets you know, for each activity, which notice is in use and which DPA was signed with the relevant vendor.

📄 Add instructions for linking documents to processing activities in the Records