TMH App: Documents

⇤ Trust Management Hub

The Documents page 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:

Action	Instructions
Delete a completed document: Deleting a document unshares it from existing connections, resets questionnaires, and removes attachments on other document types.	Select Options ➔ Delete at the top-right of a document tile.
Edit documents:	Select Options ➔ Edit at the top-right of a document tile.
Scroll to the beginning of a document section:	Select a section from the layout on the left.
Search for documents:	Search by document title from the search bar at the top-right.
Sort the documents in each section alphabetically by name:	Use the Sort by dropdown at the top-left.