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
- Setting a slug for the public Trust Center URL
Document Slugs
A document slug is the stable URL identifier used by the Trust Center when visitors open a specific document. Use lowercase letters, numbers, and hyphens only, for example privacy-policy or soc-2-report.
Slugs must be unique across documents and certifications in the same Trust Center. If a slug is already in use, Admin Center shows the conflicting item so you can open it and decide whether to edit the existing record or choose a different slug.
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
Versioning can be enabled from the Validity tab of a document.
Once versioning is enabled, additional version management controls become available in the Admin Center:
- + / - Compare - Compare any two versions side by side to quickly identify what has changed between revisions.
- Gear icon - Create and maintain an internal changelog for the version. This changelog is intended for internal use and helps document the rationale behind changes.
- Play icon - If AI features are enabled for your tenant, Orbiq can automatically generate the changelog by analyzing the differences between versions, saving time while still allowing you to review and edit the result before publishing.
Regarding publication:
- Draft and archived versions remain invisible in the Trust Center.
- Published versions become available to visitors.
- Each published version can have its own slug, allowing clean, user-friendly URLs.
- Any published version can be designated as the default version, which is the version users will see when they open the document without specifying a particular version.
Source Imports And Sync
Supported source-backed document flows are:
- Google Docs / Drive
- Notion
- Confluence
Related Docs
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