Evidence & documents

Upload and submit evidence

Save a file, link, or text artifact and confirm its relationship to the intended request.

Before you start

Who this is for: Contributors with evidence-creation permission.

  • Prepare an appropriate artifact and confirm the organization.
  • For requested evidence, open the request first so its context is carried into the form.

Follow these steps

  1. Open the evidence form

    From an evidence request, choose Add evidence. For an eligible document test, use its Supply evidence workflow or Open full evidence form. Starting from the request makes it easier to preserve the intended relationship and review context.

  2. Enter the artifact details

    Provide Title and Description. Choose Type, then supply the required File, Link URL, or Content. Enter Expires at when the evidence has a defined validity period. Describe the population and period the artifact supports so the reviewer can assess its relevance.

  3. Submit and watch the result

    Choose Submit evidence and wait for the saved result. Uploading can involve saving a file, creating an evidence record, and attaching its version to a request. Read any error message to identify which stage needs attention; do not assume the first successful stage completed the entire workflow.

  4. Verify the exact version

    Open the saved evidence and return to the request if applicable. Check that the intended version appears with its submission status. A submitted artifact still needs the applicable independent review. Requirement acceptance is also recorded separately from approval of the artifact.

What you should see

The evidence record is saved, and a request-based submission can be verified against the exact version.

If something doesn’t look right

The artifact was saved but attachment failed

Use Retry attachment and Open saved artifact when offered. This preserves the upload and avoids making duplicate evidence records.

The reviewer cannot use the file

Check the selected file, scan or availability state, expiration, and the reviewer's permitted access.

The evidence is not approved

Submission is not an approval action. Ask the appropriate independent reviewer to inspect the artifact and requirement.

Still need a little help?

Ask the assistant about these steps, or tell our team where you got stuck.

Contact support

Resguarda assistant

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