How to Create an Evidence Item from a Policy

The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.

You can use your policies as evidence and link to the controls in platform. There are two methods to create an evidence item from a policy:

Method 1: Creating from linked control

1. Open the control that you would like to be linked to a policy
2. Go to the Evidence tab on the right sidebar
3. Click the button to Add evidence and choose Add new evidence from the dropdown
   • Please note: if a policy is already created in the evidence center, you should use ‘link existing evidence’ instead.
4. Under Type, click Policy
5. Select a policy from the dropdown
   • Tip: when you click the dropdown, you can type to search for a specific policy!
6. Once selected, choose whether you want versions, approvals and/or acknowledgements on the evidence item
7. Then click Submit
8. This policy is now linked to this control as an evidence item.
   • This will automatically create an evidence item from the policy information - including auto-generating the name from the policy name.
   • You can click on the policy name to navigate to the evidence item to add further details.

Method 2: Creating from Evidence Center

1. Go to the Evidence Center
2. Click the ‘+ New evidence’ button - this will open a new evidence item drawer.
3. At the bottom of the drawer, there will be a field that says ‘No current evidence version yet. Click to add a new one’. Click this button to open the evidence pop-out window.
4. Under Type, click Policy
5. Select a policy from the dropdown
   • Tip: when you click the dropdown, you can type to search for a specific policy!
6. Once selected, choose whether you want versions, approvals and/or acknowledgements on the evidence item
7. Then click Submit
8. Now you should name your evidence item to be the same name as your policy. You can also add a description and tags here.

Still have questions? Reach out to our support team via the Support Center for assistance.