CalmCompliance

Ben Gale

Policy and procedure management with version control, approvals, and proof that the right people have read and acknowledged them.

Documents

Upload PDF documents to CalmCompliance with metadata, version control, and governance

Uploading Documents

Manage document versions with semantic versioning, change descriptions, and complete history

Document Versioning

Use draft versions to prepare updates privately before publishing to your team

Publishing vs. Draft Documents

Use names, descriptions, categories, tags, and governance properties to organize documents

Document Metadata and Properties

Write and collaborate on documents directly in CalmCompliance with rich formatting and real-time editing

Creating Editor Documents

Create, upload, version, and publish documents with metadata, approvals, and governance.

Document Basics

Connect policies, procedures, and documents to buildings and rooms for easy QR code access

Attaching Documents to Locations

Link documents to asset types and individual assets with inheritance

Attaching Documents to Other Entities

Remove attachments, control public visibility, and understand document inheritance

Managing Document Relationships

Connect documents to locations and assets so the right policies and procedures are available where they're needed.

Attaching Documents

Edit document details, delete documents, and understand document permissions

Managing Your Document Library

Editing, deleting, and managing document library permissions.

Document Management

Use categories, tags, search, and filtering to organize and find documents

Organizing Documents

Organizing documents with categories, tags, search, and filtering.

Document Organization

Create quizzes for document distributions and track comprehension

Document Quizzes

Creating quizzes for document distributions and tracking comprehension.

Create public document bundles with shareable URLs and QR codes

Shared Collections

Creating public document bundles with shareable URLs and QR codes.

App Login

Find answers and get help from Intercom Support and Community Experts

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