A Safer Risk

Understand the document store, versions, organisation-wide and site-specific files, and who can do what.

Documents: how they work in ASR

Create a document record, upload the first file, and choose whether to activate it or keep it as a draft.

How to create and upload a document

Upload replacement files, open previous versions, and activate, supersede, or archive document versions.

How to upload a new version and change status

Learn how organisation roles, site assignments, and visibility settings control access to documents.

Who can view, upload, edit and delete documents

Set review dates and ownership, understand review statuses, and record completed reviews.

How to review a document and set review dates

Search, filter, group, and bulk-manage documents across your organisation and sites.

How to find and filter documents

Understand content verification, classification suggestions, potential duplicates, and review dates found in uploaded files.

How AI verification works when you upload

Understand Required, Draft, Current, Superseded, and Archived versions, plus separate review statuses.

Document statuses explained

Understand document review reminders, who receives them, and what to do when a review is due or overdue.

Document notifications explained

Darragh Jones

How to store and manage your compliance documents for your organisation

Document Store

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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