Document sharing and access
Share the information the recipient needs.
Share selected documents through your workspace, the auditor portal or public links. Choose who should have access.
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AI document drafting and review
Use AI to draft procedures, improve text and suggest gaps to check before you approve a document.
01Choose how to share
Decide how the reader should receive access: inside the workspace, through a portal or through a public link. Choose a method that suits the document and reader.
02Check the selected record
Check the document and access settings before sharing. Confirm that the reader should receive this information.
03Review access when needs change
Update sharing settings when access needs change. Follow your company rules for handling and sharing information.
Selected documents shared with the right people.
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