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Mapping Documents

Link documents to controls, tasks, and other entities as evidence.

Why Map Documents?​

Mapping creates traceability:

  • Shows evidence for controls
  • Links deliverables to tasks
  • Supports audit requirements
  • Demonstrates compliance

Mapping to Controls​

Documents serve as evidence for controls.

From a Document​

  1. Open the document
  2. Go to Controls tab
  3. Click Map Controls
  4. Select controls
  5. Confirm mapping

From a Control​

  1. Open the control
  2. Go to Documents tab
  3. Click Map Documents
  4. Select documents
  5. Confirm mapping

Mapping to Tasks​

Link documents as task deliverables.

  1. Open the document
  2. Go to Tasks tab
  3. Click Map Tasks
  4. Select tasks
  5. Confirm mapping

AI-Assisted Mapping​

Let AI suggest document-to-control mappings:

  1. Open a document
  2. Click AI Suggestions
  3. Review suggested controls
  4. Accept relevant suggestions
info

AI analyzes document content and control descriptions to find matches.

Viewing Mappings​

Document View​

See all entities linked to a document:

  • Controls tab
  • Tasks tab

Control View​

See all documents linked to a control:

  • Documents tab

Matrix View​

See document-control mappings in a matrix format.

Bulk Mapping​

Map multiple documents at once:

  1. Select documents in list view
  2. Click Bulk Actions → Map
  3. Select target controls
  4. Apply to all selected

Removing Mappings​

  1. Open the document or control
  2. Go to the relevant tab
  3. Click the remove icon on the mapping
  4. Confirm removal

Best Practices​

  1. Map comprehensively — Link all relevant evidence
  2. Use AI suggestions — Save time finding matches
  3. Review periodically — Update mappings as documents change
  4. Avoid over-mapping — Only map where there's genuine relevance
  5. Document rationale — Add notes explaining why documents support controls

Next Steps​