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

# Documents Fundamentals

> What a document is, its types and states, which roles carry the approval, and what it is used for.

In the *Docs* area you create documents, write their content and export
them. A document is always created by hand, through the *Document* button.
Whether it goes through a review cycle with roles and approval is a decision
you make when creating it; it cannot be changed afterward.

## Document and Controlled Document

<CardGroup cols={2}>
  <Card title="Document" icon="file-lines">
    No review cycle. You write and export it freely, with no approval.
  </Card>

  <Card title="Controlled Document" icon="shield-check">
    Adds a review cycle: roles, versions and an approval that makes the
    version valid.
  </Card>
</CardGroup>

An uncontrolled document never has approvals. Controlled documents are
included from Business on.

## Type

A document carries a *Type*: *Policy*, *Process*, *Work Instruction*, *Plan*,
*Manual*, *Form* or *Other*. For a controlled document the type is required;
for an uncontrolled one it is optional.

## Status

A controlled document carries a *Status* with four values:

| Status | Meaning |
| - | - |
| *Draft* | in progress, no approval requested |
| *In Review* | approval requested, decision pending |
| *Approved* | the approved version is in force |
| *Archived* | out of force, no valid version left |

An uncontrolled document carries no status. The document list shows a dash in
its *Status* column.

## Responsible and Approver

A controlled document carries two roles: the *Responsible* person and the
*Approver*. Both are set on the *Properties* tab. Anyone who may write in the
*Docs* area can set them, regardless of their own role on the document.

Whether an approver is required depends on *Strict Mode*. Without it, a
responsible person is enough, and both roles may be the same person; in
Strict Mode an approver is required and must be a different person than the
responsible one. Also only in Strict Mode is the responsible person the only
one who may edit the content.

## Approval and version

Approval always targets one specific version. It carries a version number,
the date and person of the approval, and the change reason of the request; a
*Signed PDF* can be downloaded once the export is ready.

## Evidence for controls and risks

A document can attach to controls and risks. The control requires evidence,
the document provides it, and the approval proves that the evidence holds.
The relation is made on the document's *Overview* tab: *Link* attaches an
existing control or risk, while *Control* and *Risk* create a new entry that
Docusnap365 links to the document. *Link* requires write permission in the
*Docs* area, *Control* and *Risk* require write permission in ISMS.
What a control or a risk means in ISMS terms is described in
[ISMS](/docs/en/isms/understanding-risk-management) — here, only that a document
is linked to it matters.

## Limits

The decision for a controlled document holds for the document's entire
lifetime. There is no later way to turn document control on or off — decide
when you create it.

## Related

[Creating a Document](/docs/en/documents/create-document) covers the creation
dialog and its required fields, [Adding Content](/docs/en/documents/content)
covers writing the chapters. The approval process and version history are
covered in [Document Control](/docs/en/documents/document-control) and
[History](/docs/en/documents/history); a full walkthrough is the tutorial
[Approving a Document](/docs/en/documents/tutorial-approval). How a detail page is
generally built is described in
[Assets Fundamentals](/docs/en/assets/overview).


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