Evidence is anything that supports a claim. Unlike a document, it isn’t versioned or approved, though it can point at a specific document version.
1
Open the Evidence & Files tab
Go to Documents → Evidence & Files.
The Evidence & Files tab.
2
Add a new item
Click New and choose a kind of evidence:
Link: a URL
Upload: a file from your machine, such as a PDF, Excel spreadsheet, Word document, screenshot or video
Note: a free-text note
Document Version: a specific version of a document already in Assuric
Adding a new evidence item.
3
Give it a type
Pick an existing type so the item is easy to find later, or create one for any item to use: enter a Label, like Insurance Certificates, choose a colour and an icon, and click Save.
Creating an evidence type from Evidence type → Create New. 1 is the Label, the type's name. 2 is its colour. 3 is the icon library, opened with Browse Icons.
To find evidence again, filter by one type at a time with the + Type chip.
4
Tag it to a product
If evidence applies to one product only, tag it, so you can find it when a customer asks about that product, not your whole estate.
Changing evidence on a linked control changes it everywhere that control is used, so before you replace a file that’s been in use for a while, check what else it affects.
What we recommendDecide your evidence types early and keep the list short: 6 or 8 is usually enough. Giving hundreds of items a type later is slow.
