Document Management
Manage your compliance documents, policies, and evidence in PartnerAlly.
Document Management
Documents are the foundation of your compliance program. PartnerAlly helps you upload, organize, and analyze policies, procedures, and evidence against your compliance frameworks.
What Are Documents in PartnerAlly?
Documents include:
- Policies - Written statements of intent (e.g., Security Policy)
- Procedures - Step-by-step operational guides
- Evidence - Proof of control implementation
- Assessments - Audit reports, risk assessments
- Contracts - Vendor agreements, BAAs, DPAs
When you upload a document, PartnerAlly's AI analyzes it against your enabled frameworks and automatically identifies compliance gaps.
Document Library
Access your documents from the sidebar:
- All Documents - Complete document list
- Folders - Organized by custom folders
- Tags - Filtered by custom tags
- Recently Uploaded - Latest additions
- Needs Review - Documents requiring attention
Supported File Types
PartnerAlly accepts:
| Format | Extensions | Notes |
|---|---|---|
.pdf | Best for policies and procedures | |
| Word | .docx, .doc | Native Microsoft Word |
| Text | .txt, .md | Plain text files |
| Rich Text | .rtf | Cross-platform formatted text |
File Size Limits
- Maximum file size: 25 MB per document
- Maximum pages: 500 pages per document
- Batch upload: Up to 10 documents at once
Document Properties
Each document has these attributes:
| Property | Description |
|---|---|
| Name | Document title (editable) |
| Type | Policy, Procedure, Evidence, etc. |
| Folder | Organizational folder (optional) |
| Tags | Custom labels for categorization |
| Status | Analyzed, Analyzing, Failed |
| Uploaded | Date and time of upload |
| Uploaded By | Team member who added it |
| Analysis Date | Last AI analysis timestamp |
Document List View
The main view shows documents in a table:
| Column | Description |
|---|---|
| Name | Document name with type icon |
| Status | Analysis status indicator |
| Gaps | Number of gaps identified |
| Folder | Assigned folder |
| Tags | Applied tags |
| Uploaded | Upload date |
Sorting Options
Sort by:
- Name (A-Z or Z-A)
- Upload date (newest or oldest)
- Gap count (most or fewest)
- Last analyzed
Filtering Options
Filter by:
- Status (Analyzed, Analyzing, Failed)
- Folder
- Tags
- Framework analyzed
- Date range
Document Actions
Single Document
| Action | Description |
|---|---|
| View | Open document preview and details |
| Download | Download original file |
| Re-analyze | Run AI analysis again |
| Edit | Change name, folder, tags |
| Delete | Remove document (with confirmation) |
Bulk Actions
Select multiple documents to:
- Move to folder
- Apply tags
- Re-analyze
- Export list
- Delete
Document Detail View
Click any document to see:
Preview Tab
- Document content preview
- Page-by-page navigation
- Search within document
Analysis Tab
- AI analysis results
- Gaps identified from this document
- Confidence scores
Related Items Tab
- Linked compliance gaps
- Associated controls
- Related workflows
History Tab
- Upload history
- Analysis history
- Changes and edits
AI Analysis Overview
When a document is uploaded:
- Processing - Document is parsed and indexed
- Analysis - AI compares against framework controls
- Gap Detection - Missing or incomplete coverage identified
- Results - Gaps created with confidence scores
Analysis Status
| Status | Icon | Meaning |
|---|---|---|
| Analyzing | 🔄 | Analysis in progress |
| Analyzed | ✅ | Analysis complete |
| Failed | ❌ | Error during analysis |
| Not Analyzed | ⚪ | Analysis not yet started |
Document Best Practices
Upload Quality
- Use text-based PDFs (not scanned images)
- Ensure documents are complete and current
- Include clear section headings
- Remove password protection before upload
Organization
- Create logical folder structure
- Use consistent naming conventions
- Apply relevant tags
- Review and archive outdated documents
Maintenance
- Re-analyze after significant updates
- Remove obsolete documents
- Update metadata as needed
- Track document versions
Documentation Sections
Uploading Documents
How to add documents to PartnerAlly.
AI Analysis
Understanding how AI analyzes your documents.
Folders & Tags
Organize documents with folders and tags.
Re-analyzing Documents
When and how to re-run AI analysis.
Common Questions
How long does analysis take?
Most documents are analyzed within 2-5 minutes. Larger documents (100+ pages) may take longer.
Can I analyze documents against specific frameworks?
Yes. By default, documents are analyzed against all enabled frameworks. You can configure which frameworks to analyze in document settings.
What happens if analysis fails?
Failed documents can be re-analyzed. Common causes:
- Scanned PDFs without OCR
- Corrupted files
- Password-protected documents
See Re-analyzing Documents for help.
Can I upload multiple versions?
Upload updates as new documents and archive old versions. PartnerAlly tracks each version separately.
Next Steps
- Uploading Documents - Add your first document
- Compliance Gaps - View identified gaps
- Workflows - Create remediation plans