This lesson covers documents and the review workflow: finding a document that needs evidence, uploading the evidence, submitting it for review, and approving it from the Reviews queue. Documents in ReFresh are the requirements your active frameworks expect you to satisfy.
What you'll cover:
The documents list. Pre-loaded from your active frameworks, with each row showing a required document, its renewal date, the frameworks it's tied to, and its status (Complete, Needs Evidence, or Due Soon).
The detail page. Opening a document to see its Status, Renewal schedule, Review status, and supporting frameworks, plus the description detailing exactly what evidence is expected.
Adding evidence. Creating a draft, then adding an evidence item: setting the type (most commonly Document Upload), title, description, file, and effective and expiration dates.
Submit, review, and approve. Submitting the document for review, then handling it from the Reviews queue under Governance, where you can Approve or Request Changes with notes.
Key takeaways:
You don't create documents from scratch. They're pre-loaded as requirements from your active frameworks, and you add evidence to satisfy them.
The framework description tells you exactly what evidence each document expects, so you're never guessing what to upload.
Documents, policies, and controls all flow through the same Reviews queue under Governance, so approvals live in one place.
