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title: Document management and overview description: Learn how to upload, manage and organize documents in Tidal Control for compliance purposes sidebar_position: 1

Document management and overview

Documents page overview

The Documents page gives you a central overview of all files uploaded to Tidal Control. These documents are used as evidence for tasks, policy documentation for controls, and general compliance documentation.

What you see in the overview

Per document is shown:

• Filename - Original name of uploaded file
• Upload date - When the document was added
• Usage indication - Two icons with numbers showing:
  • Paperclip icon - How often used as evidence in Tasks
  • Document icon - How often used as policy document in Policies
• Uploader initials - Who added the document

Filtering and searching documents

Document usage filters

Filter by usage status:

• Used as evidence - Documents linked to Tasks as evidence
• Unused (orphaned) - Uploaded documents not yet used anywhere
• All - All documents regardless of usage

Searching in documents

Search functionality:

1. Click in the search field at the top of the page
2. Type filename or part of the name
3. Results filter automatically while typing
4. Combine with usage filters for specific searches

Search tips:

• Search by date - for example "2025" for all documents from this year
• Search by type - for example "policy" for policy documents
• Search by subject - for example "security" for security-related files

Sorting documents

Sort options

Available sorting methods:

• Newest - Most recently uploaded documents first
• Oldest - Oldest documents first
• Name (A-Z) - Alphabetical by filename
• Name (Z-A) - Reverse alphabetical
• Author (A-Z) - Alphabetical by uploader name
• Author (Z-A) - Reverse by uploader

Adding new documents

Uploading documents

1. Click "Add Document" in top right (blue button)
2. Select file(s) from your computer
3. Files are uploaded and appear in overview
4. Status is "Unused" until you link them to tasks or controls

Best practices for uploading

• Batch upload - It's possible to upload multiple documents at once. This is especially applicable for setting up Policies.
• Link to tasks - Go to the Tasks page and Upload files there
• Link to Policies - Go to the Policies page and Upload files there

Using and linking documents

Managing and maintaining documents

Selecting documents

1. Click checkboxes to the left of documents you want to manage
2. Select multiple by checking different checkboxes
3. Bulk actions become available at the top of the list

Deleting documents

Deletion steps:

1. Select document(s) with checkboxes
2. Click "Delete" button (red, top right)
3. Confirm deletion in dialog
4. Documents are permanently deleted

When safe to delete:

• Unused (orphaned) documents without links
• Old versions of updated policy documents
• Test uploads not intended for production
• Duplicates of existing documents

Next steps

Now that you know how to manage documents in Tidal Control:

• Upload systematically relevant policy documents and procedures
• Link directly to tasks and policies for maximum traceability
• Maintain regularly your document library for optimal organization
• Monitor usage to identify important and unused documents

For problems and frequently asked questions, see Troubleshooting & FAQ.