> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assuric.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a document

> Start a document from a template or a blank page, or upload one, then set its details, who can edit it, whether it's controlled and when it's due for review. Organise documents into folders.

<Note>
  **Quick summary**

  * You can start a document from a template or a blank page, or upload your own `.docx`, `.doc` or `.xlsx` file of up to 50 MB.
  * Any other file you upload on the Documents tab, such as a PDF, becomes evidence instead of a document.
  * A document with no framework tag is missing from framework views, where audits usually start.
</Note>

## Start a document

Go to **Documents** in the sidebar, then start from the upload area at the top of the **Documents** tab:

| Route | What you get |
| - | - |
| **New Document** → **Blank Document** | An empty document |
| **New Document** → **From Template** | A document started from one of your [templates](/documents/templates-and-document-catalogue) |
| **Upload**, or drag and drop | Your own `.docx`, `.doc` or `.xlsx` file, up to 50 MB, imported into the Assuric editor |

<Expandable title="Import from Google Drive or OneDrive">
  **Google Drive** takes Google Docs, `.doc` and `.docx` files. **OneDrive** offers *Personal OneDrive* or *Work Files (SharePoint / 365)*.

  <Frame caption="The OneDrive button's menu in the upload area. 1 is Personal OneDrive, for your personal account; 2 is Work Files (SharePoint / 365), for your organisation's account.">
    <img src="https://mintcdn.com/assuric-docs/HVyXIf_Cn1BZ_T5Z/images/documents/onedrive-menu.png?fit=max&auto=format&n=HVyXIf_Cn1BZ_T5Z&q=85&s=8306ab93cb0a5644e988cf57ae4c6e6d" alt="The upload area with the OneDrive menu open, showing Personal OneDrive and Work Files (SharePoint / 365)" width="990" height="297" data-path="images/documents/onedrive-menu.png" />
  </Frame>
</Expandable>

<Warning>
  Any other file you drop here, like a PDF, becomes evidence in **Evidence & Files**, not a document.
</Warning>

<Frame caption="The upload area on the Documents tab. 1 is the three tabs: Documents, Evidence & Files and Templates. 2 is Upload, with New Document next to it.">
  <img src="https://mintcdn.com/assuric-docs/FtXFcgfYjR8Pq_Ds/images/documents/documents-list.png?fit=max&auto=format&n=FtXFcgfYjR8Pq_Ds&q=85&s=5a43925b8401b49cb8b2e16342edd190" alt="The Documents section showing its three tabs and the upload area" width="3200" height="2000" data-path="images/documents/documents-list.png" />
</Frame>

### Documents Assuric suggests

With *Show suggestions* on, the Documents tab also lists policies you don't have yet, each tagged with the frameworks it covers. **Generate** drafts one from what Assuric knows about your workspace, and other parts of Assuric, such as a task, may prompt you to generate one too.

## Fill in the document details

Starting a document opens a dialog for its details, all of which you can change later in the document's **Settings** → **Document Settings**.

<Frame caption="Create from Template (Blank Document), with its four sections collapsed. 1 is Document info, 2 Permissions, 3 Review and approval, which reads Not controlled until you tick Controlled, and 4 Review schedule.">
  <img src="https://mintcdn.com/assuric-docs/HVyXIf_Cn1BZ_T5Z/images/documents/create-document-dialog.png?fit=max&auto=format&n=HVyXIf_Cn1BZ_T5Z&q=85&s=44d83495647da4637aa29b7499fefec9" alt="The Create from Template (Blank Document) dialog with Document info, Permissions, Review and approval and Review schedule sections" width="792" height="496" data-path="images/documents/create-document-dialog.png" />
</Frame>

<Steps>
  <Step title="Document info">
    *Document title* and *Document type* are required. Everything else is optional, including *Products* and *Frameworks*.

    Tick *Controlled* if the document needs formal [review and approval](/quality/controlled-documents), like the procedures behind a quality management system. Assuric then suggests a *Document ID*, like `DOC-POL-010`.
  </Step>

  <Step title="Permissions">
    Choose who can edit it. See [Permissions](#permissions).
  </Step>

  <Step title="Review and approval">
    For controlled documents only, set who reviews and approves the document. See [Who reviews and approves](/quality/review-cycle-and-statuses#who-reviews-and-approves).
  </Step>

  <Step title="Review schedule">
    Set how often it's reviewed in *Recurrence*. Reviews come up even when nothing has changed. Then set the next *Due date*, and *Last approved* if you like.

    Then click **Create**, and the document opens in [the Assuric document editor](/documents/document-editor).
  </Step>
</Steps>

Every document is versioned: each approval saves a numbered version you can go back to. See [Document versioning](/documents/versions-and-version-history).

## Permissions

Everyone in your workspace can view a document, apart from people with *Staff portal only* permission. A document's permissions decide who can edit it:

| Who can edit | Who it covers |
| - | - |
| **Everyone in the organisation** | All Admins and Users |
| **Specific people and roles only** | Only the people and roles you choose, with at least one chosen |

<Info>
  Document permissions can only narrow a person's [account permission](/people/permissions-and-access). A *View-only* account can't edit a document, even when everyone in the organisation can.
</Info>

## Organise documents into folders

Switch the Documents tab between folders, list and grid views with the buttons above the table.

* To create a folder, click **New Folder**.
* To move a document into a folder, use **Move to Folder** in its **⋯** menu.
* To reorder folders, drag one by its handle.
* A folder's **⋯** menu has **Edit**, **New Folder** and **Delete**.

<Frame caption="The folders view. 1 is New Folder. 2 is the Reorder folder handle, which shows when you point at a folder; drag it to change the order.">
  <img src="https://mintcdn.com/assuric-docs/HVyXIf_Cn1BZ_T5Z/images/documents/documents-folders-view.png?fit=max&auto=format&n=HVyXIf_Cn1BZ_T5Z&q=85&s=80274366fa42a2a9aab7a023d5d0c1b3" alt="The Documents tab in folders view, with coloured Clinical Safety, Security and QMS folders and a drag handle beside Clinical Safety" width="1005" height="325" data-path="images/documents/documents-folders-view.png" />
</Frame>

<Tip>
  **What we recommend**

  Tag frameworks and products when you create a document, so it shows in views filtered by framework, where an audit usually starts.

  When you set who can edit, choose a role rather than a person where you can, so the right people keep access when someone leaves.
</Tip>

## Related articles

<Columns cols={2}>
  <Card title="The Assuric document editor" icon="square-pen" href="/documents/document-editor">
    Writing, formatting, comments and change history.
  </Card>

  <Card title="Templates" icon="book-dashed" href="/documents/templates-and-document-catalogue">
    Start from an Assuric template or one of your own.
  </Card>
</Columns>


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