A complete, ordered evidence pack, ready for the auditor.
The challenge
A security or compliance audit (SOC 2, ISO 27001, a customer due-diligence review) requires a defined set of evidence, such as policies, procedures, and records, pulled together from across the team and presented in a clear order under a deadline.
The solution
The team stages the required evidence in the Cart, assembles it into an indexed Bundle in the order the auditor expects, and shares the completed pack through an external collaboration link with a full audit trail.
Key Capabilities Used:
Cart; Bundle; External collaboration links.
Navigate to the workspace holding the team's policies and records in the next-gen iManage platform and add each required item of evidence to the Cart as it is identified.
The Cart holds the working selection while the team confirms the pack is complete, without committing to a final order yet.
With the documents staged in the Cart, generate the Bundle, then arrange the evidence in the order the audit framework requires.
The next-gen iManage platform produces an indexed, paginated document from the selected materials, ready to hand over without manual reformatting.
Generate an external collaboration link for the completed pack, setting permissions to view-only and an expiry date matching the audit window.
The platform maintains a timestamped audit trail of every access, so the team has a clear record of what was shared with the auditor and when.
More to explore
Assemble The Hearing Bundle From Raw Material
Use Case
Cart
Key Capability
External Collaboration Links
Key Capability