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Governance and assurance

Create and upload evidence

Create an evidence record and attach supporting files.

Audience
Analysts and above
Required role
Analyst
Plan availability
All plans
Last reviewed

Create evidence records in the Evidence Vault when you need to store and review assurance material with attachments.

Prerequisites

  • Analyst, Admin, or Owner role
  • access to Evidence Vault from the dashboard navigation

Steps

  1. Open Evidence Vault from the dashboard.
  2. Select Create evidence (or equivalent action on the vault landing page).
  3. Enter a clear title, category, and description for the evidence record.
  4. Optional: attach files from your computer on the same form, or upload them later from the evidence detail page.
  5. Optional: set sensitivity, source, and expiry information if your workflow requires it.
  6. Save the record while it remains in Draft.
  7. Confirm attachments appear in the files section with filenames and upload status.

Expected result

You have a Draft evidence record with one or more attachments ready for review submission.

Storage and file safety

Evidence attachments are stored privately in tenant-scoped object storage. Uploads are limited to PDF, PNG, JPEG, WebP, plain text, and JSON files of 10 MB or less. The service checks file extension, size, and file contents. It does not run antivirus or malware scanning.

Troubleshooting

IssueWhat to check
Cannot create evidenceYour role; vault access
Upload failsFile size or type restrictions shown in the product
Record not editableStatus may no longer be Draft or Changes requested

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