Uploading your company policies, audit reports, and other documents and certifications to HyperComply is a great way to provide additional context in your Knowledge Base. Your Documents page can also be used as a hub to store all of these files securely for easy internal access.
Documents you store in HyperComply can be made searchable, eligible for attachment, and/or tagged as requiring an NDA.
To upload a document:
- Sign into HyperComply
- Select “Documents' from the left menu
- Select "Add" to select “New Document” and select the file you'd like to upload
- Next, select applicable settings for the file - an expiration date, an option to add your document to the Knowledge Base, to make it attachable to questionnaires, and/or to display as “NDA required”.
If you have the Segmentation feature, you will also be prompted to select an applicable segment (If you do not have this feature and are interested in how to effectively segment your documents, please reach out to your Customer Success Manager for additional information)
Read more about Document Expiration Dates here.
Can be attached to Questionnaires
This toggle allows users to attach this document to questionnaires. You should toggle this on if you want this document to be eligible for attachment on any questionnaire. This will be sent to the customer or vendor with the completed questionnaire.
You should toggle this off if you do not want this document to appear in the list of documents after a user clicks "Attach."
Flagging document as “Requires NDA”
You should toggle this on if you are uploading sensitive information that requires your customers to sign a nondisclosure agreement (NDA) in advance of receiving the document.
A tag will appear next to the document stating "NDA Required" to alert your end-users not to attach this document to a questionnaire unless the customer has signed an NDA.
You should toggle this off if you are uploading a file that is publicly viewable on your company's website or regularly shared with customers.
Once you've made your selections, click "Finish" to upload the document to your HyperComply account. You can edit any of the selections you made by clicking the "pencil" button to the right of the document name.
You can also preview, download, or delete your document:
- Click on the document to preview the specific item.
- Click the 3 dots to the right of the document to download the document to your desktop, delete it from this section, or move to an organized folder.
Add to Knowledge Base
This should be toggled on if you want the documents to be referenced within your Knowledge Base. (They will not be searchable on the web or available publicly)
This means when completing a questionnaire or searching the Knowledge Base, the content from your document will appear as a search result when applicable.
For example, if there is a question about encryption, your end-users can view your encryption policies broadly from search and pull in what they need to best answer the question.
You should toggle this off if you do not want the contents to be referenced for security answers, or if you only want a secure space to house this document. Another reason to toggle this off is if your policy documents are currently under review and will soon change, or require an NDA.