Create Policies and Documents

Sprinto provides multiple ways to create and manage your organisation’s documentation. You can generate policies using prebuilt templates, draft them manually, upload files, or import documents from your existing repositories like Confluence or SharePoint. All policies are created from the All policies & docs tab in the Policies module.

Before you begin

Ensure that:

• You have the required role (Administrator or InfoSec Owner) to create documents.

• At least one compliance framework is enabled in your Sprinto account to access the document library and framework-specific templates.

Ways to create or upload documents

You can create documents in Sprinto using any of the following methods.

1. Write from scratch using the built-in editor

1. Log in to the Sprinto Dashboard and navigate to Policies.

1. Click Add documents > Policies or procedures.

1. Choose Use a built-in policy editor or Use a built-in procedure editor.

2. In the editor, enter a Name of the document.

3. Draft your content using the rich text formatting toolbar.

4. Assign an approver.

5. Click Add document.

2. Upload a non-editable document (PDF)

1. Click Add documents > Policies or procedures.

2. Choose Upload a non-editable document.

1. Select the PDF file from your computer.

2. Enter the document name and assign an approver.

3. Click Add document.

3. Select from library

If your account has an enabled framework that supports document templates, you can select from Sprinto’s internal library.

1. Click Add documents > Other documents.

2. If visible, click Select from library.

1. Tick one or more documents from the list (e.g. PCI Charter, ISMS Roles & Responsibilities and so on).

2. Click Add document.

4. Add a custom document

To add other types of compliance-related documents:

1. Click Add documents > Other documents.

2. Choose Add a custom document.

1. Select one of the following options:

   • Upload file (.pdf, .xlsx, .docx, .csv)

   • Write on Sprinto (opens the rich text editor)

2. Enter the document name and assign an approver.

3. Click Add document.

5. Sync from Confluence or SharePoint

If your policies are maintained in Confluence or SharePoint:

1. Click Add documents.

2. Under the Sync section, choose either:

   1. Sync from Confluence

      1. Select I have the credentials check box.

      2. Click Connect Confluence.

         
      3. Enter your Confluence domain, Username and API token.

      4. Click Connect Confluence.

         
   2. Sync from SharePoint

      1. Select the I have admin access to my Sharepoint account check box.

      2. Click Connect to Sharepoint.

         
      3. In the pop-up that appears, select the OAuth option of your preference.

      4. Enter your credentials and click Connect.

3. Ensure your documents are labelled correctly (e.g. sprinto-policies, sprinto-procedures).

Next steps

After creating a policy or document:

• It appears under the Draft section.

• You can edit it, assign reviewers, and send it for approval.

• Once approved, it becomes Active and can be acknowledged by employees.