Learn the platform, role by role.
Six short training videos — one for each way people use Audit and Comply. Real product screens, captioned step by step, about a minute each. Share them with your team, send the supplier video to the vendors you assess, or the insurer video up your chain.
Getting Started: Accounts, Roles & Plans
Registering your company, the five user roles and what each can do, four-eyes protections, the plan ladder, and a suggested first hour on the platform.
Prefer paper? Download the PDF guide — same content, screenshots and detail.
The Assessor Guide: Vendors, Assessments & Review
Registering vendors, issuing assessments, custom templates and AI import, the review workflow with evidence verdicts and overrides, findings, risk acceptance, recertification and the regulator-ready report.
Prefer paper? Download the PDF guide — same content, screenshots and detail.
The Supplier Guide: Responding to Assessments
Your portal, answering section by section, evidence and the completeness check, the document library with version history, complete-once-share-many standard packs, findings and your company profile.
Prefer paper? Download the PDF guide — same content, screenshots and detail.
Company Vault & Policy Studio
The governed policy lifecycle, generating policies for your business with AI (drafted, never auto-approved), implementation guides, approval with recorded acknowledgement, Word export, evidence filing, obligations and review cycles.
Prefer paper? Download the PDF guide — same content, screenshots and detail.
The Readiness Journey: From Gap Check to Ready
The five programme stages, how the gap report classifies every failing control into its fix, the four gap kinds and their one-click actions, free vs Pro on the journey, and a realistic first week.
Prefer paper? Download the PDF guide — same content, screenshots and detail.
For Insurers: A UMA Shared Their Assessment With You
Claiming an emailed share, reviewing the full assessment free, accepting it in lieu, then extending it on Premium: derive your own template, add your questions, issue it back with the UMA’s answers carried over — and reuse it across your whole UMA panel.
Videos and guides reflect the platform as of July 2026 and use fictional demonstration companies throughout. Every screen is the real product.