Skip to main content
Team & Collaboration
5 min readUpdated 2026-02-15

Evidence Request Workflows

How to use evidence request workflows to assign specific documentation needs to team members — ensuring the right people upload the right evidence at the right time.

Evidence Request Workflows

Evidence requests are a structured way to ask a specific team member to upload a specific piece of documentation. They're more targeted than general tasks — they specify exactly what evidence is needed, which control it supports, and who should provide it.

How Evidence Requests Work

Request Created → Notification Sent → Evidence Uploaded → Request Fulfilled

↘ Overdue → Reminder Sent

Creating an Evidence Request

Auto-Generated Requests

The AI System Wizard automatically generates evidence requests based on your classification:

Classification ResultAuto-Generated Requests
Any system"Upload vendor documentation" (if vendor-based)
Transparency obligations"Upload transparency notice screenshot"
High-risk candidate"Upload oversight SOP," "Upload instructions for use," "Upload log retention evidence"
FRIA required"Upload DPIA reference" (if applicable)

Manual Requests

  • Navigate to the AI System or Control
  • Click Request Evidence
  • Fill in:
  • - What's needed: Description of the specific document (e.g., "Vendor's SOC 2 Type II report for the current audit period")

    - Who should provide it: Select a team member

    - Due date: When you need it

    - Linked control: Which control this evidence supports

  • Click Send Request
  • Fulfilling a Request

    The assignee receives a notification (in-app + email if enabled) with:

  • What evidence is requested
  • Which AI system and control it's for
  • Due date
  • Direct link to upload
  • To fulfill:

  • Click the link in the notification (or navigate to TasksEvidence Requests)
  • Upload the requested file
  • The evidence is automatically linked to the specified control
  • The request status updates to "Fulfilled"
  • Tracking Requests

    Track all evidence requests in:

  • Tasks page: Filtered view of evidence request tasks
  • AI System detail: Evidence tab shows pending requests
  • Control detail: Shows which controls are awaiting evidence
  • Overdue Handling

    When an evidence request passes its due date:

  • The assignee receives a reminder notification
  • The request appears in the dashboard's Compliance Alerts
  • The Compliance Owner or Admin can reassign or escalate
  • Best Practices

    🎯 Be specific: "Upload the vendor's SOC 2 report" is better than "Upload security docs"
    📅 Set reasonable deadlines: Some evidence (like vendor certifications) takes time to obtain
    🔗 Link to controls: Always specify which control the evidence supports
    📬 Follow up: If a request is overdue, reach out directly to the assignee
    📋 Use for onboarding: When a new system owner joins, send evidence requests for everything they need to provide