Comply Documentation

Go to Comply > Documents > New Document. Choose a document type — Policy, Procedure, Standard, or Form — give it a title, and start writing in the rich text editor. Press Save as Draft when done. Drafts are only visible to Authors and Admins.

Documents move through four statuses: Draft → In Review → Approved → Active. Only Active documents are visible to all staff and indexed by Atlas. Documents in Draft or In Review are restricted to Authors, Reviewers, and Admins.

Admins assign Reviewers per document or per document type from Settings > Comply > Approval Settings. You can require one approver or all assigned approvers before a document can be published. Reviewers are notified by email when a document is submitted for review.

When an Author submits a document for review, all assigned Reviewers receive a notification. Reviewers can add inline comments or click Approve. Once all required reviewers have approved, an Admin publishes the document — it becomes Active and visible to staff. The full timeline is recorded in the document's Activity tab.

Every save creates a new version automatically. The version history panel (open any document, then click History) shows a timeline of all changes with the author's name and timestamp. You can view previous versions but cannot restore them directly — contact your Admin if a rollback is required.

The Activity tab on each document shows every action: who created it, who edited it, all review decisions with timestamps, and the publication date. This log is immutable and suitable for compliance auditing and regulatory evidence.

Each document has a configurable review frequency (annual by default for WHS documents, biannual for policies). Comply sends reminder emails 30 days before a review is due to the document's assigned owner. Overdue reviews appear in the Comply dashboard.

Comply includes a built-in ISO 27001 ISMS control register covering all 93 Annex A controls. Map your policies to controls from the document editor under Document > ISMS Mapping. The ISMS dashboard shows your overall control coverage and highlights gaps.

Quality management procedures can be tagged with ISO 9001 clauses from the document editor. The QMS section of Comply shows clause coverage and highlights any clauses with no associated active document.

Work Health and Safety procedures are a separate document type with mandatory fields: risk rating (Low / Medium / High / Critical), review frequency, and responsible officer. WHS documents default to annual review cycles.

The Statement of Applicability (SoA) for ISO 27001 is auto-generated from your ISMS control mappings. Export it as a PDF from ISMS > Statement of Applicability > Export. The SoA updates automatically when you publish or archive a mapped policy.

If the Save button is greyed out, check that all required fields are filled in — document type, title, and owner are mandatory. If the button is active but saving fails, your session may have expired. Refresh the page and sign in again — your draft content is auto-saved to your browser every 30 seconds.

Check your spam folder for emails from noreply@suitecorn.app. If notifications are not arriving, an Admin can resend them from the document's Activity tab > Resend Notification. Also confirm the Reviewer's email address is correct in Settings > Team.

Atlas only indexes Active documents. If a policy isn't appearing in Atlas answers, first confirm its status is Active. If it was published within the last 4 hours, wait — Atlas re-indexes on a 4-hour cycle. If the issue persists after 4 hours, contact support.