> 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.
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# Documents Overview

> **📍 You're viewing the new Documents experience** with document library, versioning, and bulk requests. If you're looking for the previous Documents feature, see [Documents (Legacy)](/guides/documents). The legacy version will be sunset in Q1 2026.

![](/_fern-files/_img/fe0f807947ecc7f38f13f3221138bacbb1451324d79502dff6f2167b35984c5a.webp)

The Documents feature helps you:

* **Organize your own documents** - Store and manage compliance files with version history
* **Request documents from partners** - Create requests with deadlines and track status from submission to approval
* **Manage at scale** - Use document lists to request multiple documents from multiple partners at once
* **Maintain compliance** - Complete audit trails with version history, comments, and status tracking

## Where to Start

* **[My Documents](/guides/documents-v2/my-documents)** - Build and maintain your document collection with version history
* **[Requests](/guides/documents-v2/requests)** - Create, respond to, and manage document requests between organizations
* **[Lists](/guides/documents-v2/lists)** - Group templates and send bulk requests to multiple partners at once
* **[Migration](/guides/documents-v2/migration)** - Transitioning from the legacy Documents feature

## How to Use Documents

All Cable users can manage their own organization's documents in My Documents and benefit from complete audit trails, version history, and streamlined collaboration in one place.

Documents can also be used differently depending on your organization's role:

### For Parent Organizations

As a parent organization (such as a financial institution managing fintech partners), use Documents to:

* **Request compliance documents** from your partners with ad-hoc requests or in bulk using Lists
* **Review and approve** submitted documents to ensure they meet your requirements
* **Track status** across your entire portfolio to see what's outstanding or overdue

### For Child Organizations

As a child organization (such as a partner or vendor), you use Documents to:

* **Maintain your document library** with policies, procedures, and certifications
* **Respond to requests** by attaching existing documents or uploading new ones
* **Collaborate with your partners** through comments and status updates
* **Keep documents current** with version management that automatically updates linked requests

## Common Workflows

### Quarterly Compliance Review

**Parent organization workflow**:

1. Create a document list: "Q1 2025 Compliance Review"
2. Add document requests to the list (policies, certifications, etc.)
3. Select all partner organizations
4. Click **Request from Organizations**
5. Track completion in **Documents → Requests** tab
6. Review and approve submissions as they arrive
7. Requests in your list will auto-renew on the schedule you specify

### Onboarding a New Partner

**Parent organization workflow**:

1. Navigate to **Documents → Lists**
2. Select a "Partner Onboarding" list you previously created
3. Click **Request from Organizations**
4. Select the new partner
5. Partner receives all required document requests at once
6. Track their progress in **Documents → Requests**

### Responding to Multiple Requests

**Child organization workflow**:

1. Build your document library proactively:
   * Upload all current policies
   * Upload certifications
   * Upload governance documents
2. When requests arrive, navigate to **Documents → Requests**
3. For each request, click **Attach from Library**
4. Select the appropriate document
5. All requests fulfilled in minutes instead of hours