TMH App: Documents

The Documents page in the Trust Management Hub application shows documents your customers are requiring as part of their security review process through the use of a required tag. Use the Documents page to answer questionnaires, upload security/compliance documentation, and check the document completion status.

Actions

Use the Documents page to complete the following actions:

Delete a Completed Document

Deleting a document unshares it from existing connections, resets questionnaires, and removes attachments on other document types.

Instructions: Select Options ➔ Delete at the top-right of a document tile.

Download Questionnaire

Get a CSV file containing answers, comments, and other key questionnaire metadata.

Instructions:

1. Enter view mode for a questionnaire to download by selecting it.
2. Select Cancel Editing if you see that option in the top-right.
3. Select the Download button at the top-right.

Edit Documents

Instructions: Select Options ➔ Edit at the top-right of a document tile.

Scroll to the Beginning of a Document Section

Instructions: Select a section from the layout on the left.

Search for Documents

Instructions: Search by document title from the search bar at the top-right.

Share All Documents

Share all documents that you have started or completed within your profile.

Instructions:

1. Select the Share My Documents button at the top-left of the Documents page.
2. Complete the Share data with your customer(s) form.
3. Select the Send Request button at the bottom-right of the form.

Share Select Documents

Share select documents that you have started or completed within your profile.

Instructions:

1. Select the Share My Documents button at the top-left of the Documents page.
2. Complete the Share data with your customer(s) form.
3. Enable the Share Select Documents toggle.
4. Select the Select Documents button at the bottom-right of the form.
5. Select the documents to share.
6. Select the Save Sharing Configuration button at the bottom-right of the Edit Sharing Configuration window.

Sort Documents

Sort the documents in each section alphabetically by name.

Instructions: Use the Sort by dropdown at the top-left.

Upload Questionnaire

Instructions:

1. Select the Download button in the questionnaire to download our template (.csv).
2. Change all affected questionnaires and comments in the downloaded file.
3. Select the Upload button.

• You must use the provided template, which contains the unique question reference IDs that are used to map the data.
• For common questionnaires like SIG Lite, you can map our RefIDs to existing Excel sheets.
• All child sub-questions are visible in the questionnaire CSV so they can be viewed and edited in one sitting.