The library at sidebar → Compliance → Evidence holds your managed documents and policies. ReFresh ships with 171 pre-built templates and 33 pre-built policy requirements. Each library item links to controls and frameworks and serves as evidence automatically.
The library splits into two sub-pages: Documents and Policies
Documents are managed records, registers, plans, and assessments
Policies are documents that workers may need to acknowledge or sign
Both link to controls and serve as evidence for those controls
Each item has a status (Complete, Needs Evidence, Due Soon)
Documents vs Policies
ReFresh splits the library into two sub-pages:
Documents (sidebar → Compliance → Evidence → Documents): managed records, registers, plans, assessments, procedures, and other documentation tied to controls and framework requirements
Policies (sidebar → Compliance → Evidence → Policies): documents intended to be read and acknowledged or signed by workers, with sign-off tracking
Both sub-pages share the same layout and behaviour; the distinction is whether worker sign-off applies.
What each library row shows
Column | Meaning |
Name | The document or policy title |
Expires | When the current version expires (or "-" if no expiry set) |
Frameworks | Which active frameworks the item satisfies |
Status | Complete, Needs Evidence, or Due Soon |
The page header shows your overall completion percentage with a Complete / Needs Evidence / Due Soon legend.
Pre-built templates
ReFresh ships with:
171 pre-built document templates covering registers, procedures, assessments, plans, communications, logs, reports, checklists, and training records
33 pre-built policy requirements covering the policies most psychosocial frameworks expect
161 document requirement specifications describing what each document should contain
When a framework is activated, the relevant templates appear in your library with Needs Evidence status. You can fill out a template using its in-platform editor or upload your own document that meets the requirement.
Adding a new document or policy
Open the relevant sub-page (Documents or Policies) and either:
Pick a pre-built template and fill it out
Upload your own document that satisfies the requirement
Each item moves through Draft → Submitted for review → Current Evidence (see "Uploading evidence to a control", 4.4).
Auto-linking as evidence
When you upload or update a document or policy, it automatically serves as evidence for any control that references it. This means you do not have to attach the same file to multiple controls; the library is the source of truth.
Related articles
Uploading evidence to a control (4.4)
Policy version control and renewal tracking (4.11)
Workers acknowledging policies (4.12)
Viewing and acknowledging policies (worker view) (7.6)