How do I upload a policy document?


Dualta Moore
Last Updated: 3 hours ago

Uploading a policy document in Edvance is the first step in connecting a physical document to your policy register. The upload triggers an analysis and review step before anything changes in your register.

How to upload

  1. Go to Compliance → Policies and find the policy you want to update.
  2. Select Upload or Replace document.
  3. Attach your PDF file.

You can also upload directly from the Governance Documents section or from the Dashboard intake prompt if one is shown.

What happens after upload

Edvance automatically analyses the document and routes it through the Policy Document Review Workspace (PDRW). This confirms the document is linked to the correct policy and establishes its role in your register. Analysis typically completes within a minute or two.

Until analysis is complete, the full governance workflow is not yet available — you will see a clear status indicator while it is running.

Important

Uploading a document does not automatically mark a policy as compliant or approved. The governance steps — consultation, board approval, finalisation — happen after the document is confirmed in the PDRW. This is intentional: Edvance requires explicit human confirmation at every governance step.


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