In Humadroid, documents like NDAs, security policies, or internal procedures can be assigned to users, with the expectation that they confirm they've read and accepted them.
This process is called Acknowledgment, and it's critical for audit readiness, legal protection, and internal accountability.
How to Create a Document (and What to Include)
To create a new document, go to “Documents” in the left-hand navigation panel.
A good compliance library starts with well-defined internal policies, which are formal documents that outline expectations, reduce ambiguity, and support audit readiness.
When creating a document in Humadroid, it’s a good idea to start with policies such as:
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Acceptable Use Policy
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Information Security Policy
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Code of Conduct
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Data Protection / GDPR Policy
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Confidentiality or NDA Policy
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Remote Work & Device Policy
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Business Continuity or Risk Management Policy
Step 1: Fill in the Document Details
Let’s walk through creating your first document, in this case, an Information Security Policy.
Enter the required information:
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Title
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Description
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Document content (rich text or file)
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Category (e.g., Security, Legal, HR)
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Acknowledgment type:
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Explicit acknowledgment
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Simple acknowledgment
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Read only
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No Acknowledgment
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Once everything is filled in, click “Create Document” at the bottom of the modal. You’ll be redirected to the main view of your newly created document.
Step 2: Publish the Document
On top of this view, you can see the type of document it's, "Policy", and that it's "Editable", indicating it has not been published yet, as well as the version number (we'll cover versioning later in the post).
If all the details look correct, it’s time to publish the document.
💡 If you already have an active Compliance Project, you can now link this document to a relevant control. If not, check out our guide on how to create your first compliance project.
Step 3: Assign Users
Once published, the document becomes visible to assigned users and available in dashboards and reports.
Once the document is published, it's time to assign users. Picked users will get a notification in Humadroid to read and accept the document. It depends on what type of Acknowledgment you chose while you created this document.
You can select one by one or make a demand request to everyone.
Step 4: Track Acknowledgments
Once you assign users, the Acknowledgment Status will update to reflect the acknowledgment progress.
💡 Only published documents can be assigned to users or linked to Employment Types. Once published, they become visible in dashboards and reports.
Step 5: Update the Document, Create a New Version
Sometimes you’ll need to update an existing policy, for example, to reflect new regulations, internal changes, or updated responsibilities.
To do this, open the document you want to update and click “Create New Version.”
After editing the content, click “Update Document.”
You’ll now see the new version listed in the Documents module, marked as a draft or editable.
⚠️ Important: This updated version does not take effect until you publish it the same way, you did this while creating first version.
Once published:
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It becomes the active version
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All previously assigned users are notified about the new version
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Their acknowledgment status is reset
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You’ll be able to track who has confirmed the new version, just like with the original one
This ensures your policies stay up to date, traceable, and fully acknowledged across your organization.