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. Required documents are automatically listed in the Manage Documents tab for your review.

Use the Documents page to answer questionnaires, upload security/compliance documentation, and check the document completion status.

Manage Documents

Use the Manage Documents tab 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.

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.

Sort Documents

Sort the documents in each section alphabetically by name.

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