How to Create a Folder and Document Requirements

You can create a new folder in the Documents module either by using a predefined template or by creating one from scratch. Follow the steps below to get started.

Step 1: Navigate to the Documents Area

1. From the main navigation, go to Documents > Documents.

2. If you are a Partner, select the company you want to manage using the grey dropdown menu at the top of the page.

   • The dropdown will currently display your company name — click it to switch to a customer if needed.

Step 2: Create a New Folder

1. Click the Create Folder button.

2. You’ll now have two options for creating your folder:

   • Create using a template, or

   • Create from scratch

Option A: Create Using a Template

This option allows you to install a pre-configured template that helps manage every aspect of the Golden Thread, based on the BS8644 standard.

To create a document structure using a template:

1. Click on the title of the template you want to install.

2. The selection will expand to display more information about that template.

3. Once you’ve reviewed the details, click Use this Template.

4. Under the Connected Template Compliance Areas & Document Collections section, use the toggles on the right to include or exclude collections.

   Note: This feature is only available to customers with compliance management plans.

5. Under the Document Library Template section, use the checkboxes to include or exclude folders and documents before installing.

6. When you’re happy with your selections, scroll to the bottom and click Install.

Option B: Create From Scratch

This option allows you to manually create a folder and define specific document requirements.

To create a folder and its required documents manually:

1. Complete the folder form.

2. Click Add new required document.

3. Complete the details for that specific document.

   • If you want a document to expire after a certain period, complete the Default Renewal Period field.

   • Click the question mark icon next to any field label for more information.

     Note: Do not complete the Default Renewal Period field for assessment archive documents.

4. To add additional required documents, repeat steps 2–3.

5. Once all required documents have been added, click Save.

Tip

• Click the question mark icon next to any field label for more information.
• Do not complete the Default Renewal Period field for assessment archive documents.
• To keep your document structure organised, consider grouping related documents within the same folder or using consistent naming conventions for templates and folders.