Using your Document Library

The Document Library is every compliance document the platform tracks for you, gathered in one place. Corporate uploads, financial records, ITP evidence: they all appear here.

It is read only, on purpose

You cannot upload or replace a document from the Library. Documents are managed from the module they belong to. To add or replace one, go to where it lives: the relevant Corporate page, Financial > Reporting Actuals, Working Documents, or the ITP item for project evidence.

That way there is only ever one place a document can be edited, so you never end up with two versions floating about.

What you can do here

• Find a document without hunting through modules.
• Open and view it.
• See its status, including whether it is expiring.

The Library is grouped into buckets: Licences, Registrations & Accreditations, Insurances, Corporate Policies, Capability, Corporate Structure, and Financial Records, with financial records split between actuals and working documents.

Access differs by role. Project Managers get a read only view with financial records excluded.