CalmCompliance

Ben Gale

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

Upload, version, and manage documents with metadata and properties

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, assets, and other entities

Attaching Documents

App Login

Find answers and get help from Intercom Support and Community Experts

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