> This page is for version v2.0 (default).
> For other versions, use one of these documentation indexes:
> - v2.0 (default): https://docs.cable.tech/v-2-0/llms.txt
> - v1.0: https://docs.cable.tech/v-1-0/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.cable.tech/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.cable.tech/_mcp/server.

# My Documents

My Documents is where you organize your own compliance documents.

## Creating Documents

To create a document:

1. Navigate to **My Documents**
2. Click **Create Document**
3. Fill in the document details:
   * **Name** - Clear, descriptive name (e.g., "AML Policy 2025")
   * **Description** - Additional context about the document
   * **Category** - Select from Policy, Procedure, Governance, IT/Security, HR, Finance, or Other
   * **Expiration Date** (optional) - Set when the document needs renewal
   * **Owner** (optional) - Assign someone responsible for maintaining this document
4. Upload your files by dragging and dropping or clicking to browse
5. Click **Create**

✅ **Success**: You'll see "Upload successful - Documents have been uploaded successfully" and your document will appear in the Library tab.

![](/_fern-files/_img/510b87ec302019d09d46d9fe17b28db18ec728c936c811c31decbeb44707202f.webp)

> **💡 Tip**: Build your document library proactively before requests arrive. This makes responding to external requests faster and ensures you always have up-to-date documents ready to share.

## Managing Document Versions

Documents in Cable maintain a complete version history. Every time you upload new files, a new version is created.

**When to create a new version** (upload new files):

* Policy is updated with new regulatory requirements
* Document content changes
* Files are added or replaced

**When to update metadata** (change details about your document):

* Changing the document name
* Updating the description
* Adjusting expiration date
* Reassigning the owner

### Adding a New Version

To upload a new version of an existing document:

1. Navigate to **Documents → Library**
2. Click on the document you want to update
3. Click **Upload New Version**
4. Upload your updated files
5. Add **Version Notes** describing what changed (e.g., "Updated Section 3.2 per new regulations")
6. Click **Submit Version**

✅ **Success**: You'll see "Version uploaded - New document version has been uploaded successfully." All linked document requests automatically show the new version.

![](/_fern-files/_img/f74fcd28c33b28a6e855a6b1ba02f7ff6c99946727f5a9425829552ecc08ad4e.webp)

> **💡 Tip**: Add descriptive version notes when updating documents. This creates a clear audit trail for compliance purposes and helps partners understand what changed.

### Viewing Version History

To see all versions of a document:

1. Click on a document in your Library
2. Click **Show other versions**
3. Each version shows:
   * Upload date and time
   * Who uploaded it
   * Version notes
   * Attached files

All versions are preserved forever for compliance and audit purposes.

## Organizing Your Library

### Using Categories

Categories help you organize and filter documents. Choose the category that best fits:

* **Policy** - Governance policies (AML, KYC, Privacy, etc.)
* **Procedure** - Standard operating procedures
* **Governance** - Board minutes, governance documents
* **IT/Security** - Technical security documentation
* **HR** - Human resources documents
* **Finance** - Financial statements, audit reports
* **Other** - Everything else

> **💡 Tip**: Use consistent naming conventions for documents across your organization (e.g., "AML Policy 2025" rather than "policy_final_v2_FINAL"). This makes searching and filtering much easier.

### Assigning Owners

Assign an owner to make someone responsible for keeping a document up-to-date:

1. Open the document detail page
2. Click **Assign Owner**
3. Select a user from your organization
4. They'll be notified of the assignment

✅ **Success**: You'll see "\[User name] is now the owner."

### Setting Expiration Dates

For time-sensitive documents like annual policies:

1. Set an **Expiration Date** when creating or editing a document
2. Cable will mark documents as

   EXPIRED

   after this date
3. Use this as a reminder to review and update the document

### Archiving Documents

To hide old or outdated documents without deleting them:

1. Click the three dots on a document's actions
2. Select **Archive**
3. Confirm the action

Archived documents:

* Can still be viewed by filtering for archived items
* Preserve all version history
* Can be unarchived later if needed with the same process

✅ **Success**: You'll see "Document archived - The document has been archived successfully."