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How To... Tag Tools and Documents to Controls

Users report a tremendous time saving from tagging.  By tagging controls to inventory items once, then when performing an assessment the user does not have to "discover" and attach the inventory item to each relevant control - a more time-consuming process.

Interface Update Notice: The visuals in this article predate our Q2 2025 Chocolate Release. The process remains identical, and updated visuals are forthcoming.

What it's for

The Connect tab is where you tie this tool or document to other items in your account and work with tags. It's how you show how this item fits with everything else.

Tags and controls

The tags show each control's number and title. When you put one of those tags on a document or tool, that's what links that control to that item. So: the tag is the label you see (number + title), and applying it is how you connect the control to your document or tool.

 

 

What's on the screen

  1. Tags (across the top)

    1. Use tagging so items are tied to the right controls (via those number-and-title tags) and any other labels your process uses.

  2. Leaders

    1. Other items that point to or lead into this one. Add or remove links; optional counts may show how tied those items are to controls.

  3. Followers

    1. Items that follow from this one—things needed to fulfill what this item represents. Same idea: add, remove, search.

The small duck graphics are only a visual metaphor for who "leads" and who "follows."

Everyday tips

  • Use + to add a link, narrow by type if needed, search, then pick an item. If something can't be added, the hint usually says it's already linked the other way.

  • Click a linked item's name to open that item's details.

  • If you have unsaved edits in the window, the app may warn you before you leave.

Connect vs. checking evidence on a control

Connect is mostly about relationships between your items (Leaders/Followers) plus how you tag items. Tagging with a control's number and title is what links that control to that document or tool—so reviewers can see which evidence goes with which practice.

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