Creating documents
Step-by-step guide for creating new documents in preeco | data protection, e.g. policies or procedure descriptions.
In preeco | data protection you can create and manage data protection-related documents – such as policies, procedure instructions or internal guidelines – directly in the application. This way, all relevant documents stay in one place and are accessible to your team at any time.
Creating a new document:
Navigate to the "Documents" section in the menu. Click on "New document" or the corresponding plus sign. Assign a meaningful document title.
Entering content:
Enter the document content in the editor. You can structure and format text and add further elements if needed. The editor allows you to create professional data protection documents without external programs directly in preeco | data protection.
Categorizing the document:
Assign the document to the appropriate category or organizational unit using the available fields. This makes later searching and traceability easier.
Saving the document:
Click on "Save". The document is then available to all authorized users on your team.
Editing or updating a document:
Open an existing document and click on "Edit". Changes are saved and are immediately visible.
Tip: Use the document function to store internal data protection policies centrally and make them easily accessible to your team – this also facilitates providing evidence during audits.
Changes and errors may occur. The information in this article has been carefully compiled, but does not claim to be complete or correct.