Uploading documents to AssureAssist

The documents you upload are the evidence base AssureAssist works from.

AssureAssist analyses them to produce summaries, RAG ratings and results, so the quality and relevance of what you upload directly affects how useful AssureAssist’s outputs are.

Who does this

Uploading documents is normally the Project Team’s job.

If you can’t see the option to upload, you may not have permission to add documents. Contact your Assurance Lead.

Uploading complete, accurate and relevant documents helps AssureAssist produce meaningful outputs. Before you upload, check each document is:

• relevant to the review scope
• the latest approved or intended version, unless a superseded version has been specifically requested
• clearly named, with the version, date and owner visible where possible
• complete and readable
• not an unnecessary duplicate

You must also confirm the material is appropriate to put into AssureAssist. Check its classification, commercially sensitive information, legal privilege, third-party restrictions or any project-specific handling requirements.

Classification

AssureAssist is secure up to OFFICIAL-SENSITIVE. Do not upload SECRET or TOP SECRET material. If you’re unsure whether a document is appropriate to upload, check before you upload it — not after.

What to upload

Before your review starts, gather the evidence needed to support each area of investigation. This is likely to be found in documents such as:

• management frameworks
• strategy or business case
• delivery plan
• benefits management strategy
• benefits realisation plan
• financial plan
• resource schedule
• stakeholder engagement and communication plan
• highlight reports, dashboards or performance data
• minutes of board or committee meetings
• risk register or list of major risks with mitigation plans
• governance structure, covering key roles and reporting arrangements

This evidence may also be found in other documents or elsewhere in your organisation’s document system.

You can upload up to 10 documents at a time.

Each document must be no larger than 50MB.

You can upload these file types:

• PDF (.pdf)
• Word (.docx)
• Excel (.xlsx)
• PowerPoint (.pptx)
• CSV (.csv)
• Text (.txt)
• Markdown (.md)

How to upload

1. Under ‘Documents’ select ‘Upload’ in the left-hand menu.
2. Drag the document from your files you want to upload to the ‘Drag & drop files here, or click to select’. Or you can select that box and your files option will appear. Here you can select the document you want to upload and select ‘open’.
3. Under ‘files ready to upload’ the file you have dragged or selected will appear here. Once your list is complete select ‘upload’.

If you have any issues uploading a document change the document into a PDF file and try again. If you still are experiencing issues, copy and paste the content of the document into a new file and try again. If you are still experiencing issues, contact your Assurance Lead.

1. 1. Under “Documents” select ‘Document viewer’ in the left-hand menu.
   2. You can then choose:
      • ‘Summary’ — an AI-generated summary of the document
      • ‘Viewer’ — the full document

1. Under ‘Documents’ select ‘upload in the left-hand menu.
2. Find the document in the list.
3. On the same row, select ‘Delete’.
4. A confirmation page appears. Check the details.
5. Select ‘ok’.