Roles and permissions
The following roles can add proof to a policy version:
Administrators with manager or contributor permissions on the policy
Compliance managers with manager or contributor permissions on the policy
Users with manager or contributor permissions on the policy
Part of a complete policy is the proof or evidence that the policy has been approved and that employees and contractors have read and signed the policy. You can add more proof as needed.
Proof files and policy documents added to a policy version are available anywhere you link proof and on the Proof page.
Proof is linked to a specific version of a policy not directly to the policy. You can add Proof to a version in two ways:
Automatically - When a policy version goes through the approval process and the status is set to Approved, Hyperproof generates proof of the approvals and attaches it to the version.
Manually - If you have proof for a policy version generated outside of Hyperproof, you can attach it manually.
To add proof to a policy version:
My Computer - To use proof stored on your computer, click My Computer in the upper-left corner.
This <object> - To use proof stored on objects linked to an evaluation or audit request, click This <object>.
Cloud storage integration - To use proof stored in an integration, such as Drive, select the integration’s icon from the Add integration section in the bottom-left corner. Optionally, turn on LiveSync to automatically keep your proof up to date.
Paste a link - Select this option to use a website URL as proof. The URL is rendered as a “Link” file type in Hyperproof; the only information shown in the file is the URL.
Paste an image - Select this option to use a screenshot as proof. Take a screenshot (Cmd-Shift-5 on Mac, Shift-S on Windows), copy it to the clipboard, and then paste it in Hyperproof. Chrome users may need to allow this functionality. If prompted by the browser, refresh the page after clicking Allow.
Existing proof - To reuse proof that already exists in your organization, select either Labels, Proof, My Controls, Vendors, Risks, Policies, or Programs from the left menu.
Note
When selecting existing proof on a policy, only effective and retired policy versions display.
From the left menu, select Policies.
Select the policy where you want to add proof.
The Details tab displays.
Select the Versions tab.
Select the correct version from the Version drop-down.
In the Proof section, click + Add proof.
Add your proof in one of the following ways:
Click Add.
The policy file displays.