Help & Frequently Asked Questions

Overview

Getting started

Use the dashboard to check overdue reviews, upcoming refreshes, and the health of every enabled framework. Jump directly into the document library filtered for a specific standard or open the standards page to enable a new one.

1. Invite client admins and compliance analysts from Users > Invite.
2. Upload policies, procedures, and evidence under Documents > Upload.
3. Assign each document to the right standards. The AI parser pre-selects them automatically, and you can fine-tune on the document detail page.

Evidence

Document management

Uploading evidence

Drag and drop files (PDF, DOCX, PPTX, XLSX, CSV, TXT, PNG, JPG) onto the upload card. Duplicate detection uses SHA-256 checksums so you do not ingest the same asset twice. After upload, the AI parser extracts sections, dates, tags, and standard mappings.

Review dates

Every document tracks Content Created, Content Updated, and Review Due. Edit them on the detail panel or let the AI infer dates from the evidence. Overdue and upcoming reviews appear on the dashboard hero cards.

Multi-standard warning

If a document belongs to multiple standards, bulk deletion prompts you to confirm so you understand which frameworks will lose coverage.

Frameworks

Standards & coverage

Enable any combination of standards from the Standards page. The document library groups evidence by framework with collapsible sections so you can focus on one at a time.

• Collapsible groups: Click a standard header to expand or collapse its evidence set.
• Coverage cards: Each group shows live AI coverage, missing artifacts, and documents that need edits.
• Deep links: Use View documents buttons on the dashboard cards to open a filtered library view.

Analysis

AI coverage analysis

The analyzer maps your evidence to ISO/IEC topics (with SOC 2, NIST CSF, and DORA following soon) to highlight missing artifacts and risky documents.

• Run analysis: Use the "Run coverage" button in any standard group. Jobs execute async in the queue so the UI stays responsive.
• Interpret results: Coverage percentages reflect how many topics have direct evidence. Missing artifacts show unmapped controls, while Document Findings call out stale or incomplete files.
• Re-run anytime: Upload or update documents, then re-run to refresh the score. Frequent re-analysis keeps executive dashboards accurate.

Workflows

Automation & workflows

Scheduled jobs sync reminders, refresh dashboard metrics, and send weekly summaries.

• Review reminders: Owners receive automated emails when review dates approach.
• Coverage digests: Weekly exports summarize changes in topic coverage for each standard.
• Integrations: Use webhooks or the REST API to mirror coverage data in your GRC or ticketing tools.

Security

Accounts & roles

Comptool uses role-based access control. Client admins can invite users, manage branding, and select standards. Analysts upload evidence and run coverage analyses. Support staff can be granted read-only access for troubleshooting.

To reset your password, use the "Forgot password" link on the login page. Sessions enforce MFA when your organization requires it, and idle users are logged out automatically.

FAQs

Frequently asked questions

Contact

Need support?

Email support@compholis.com or open a ticket from the dashboard. Response targets:

• Critical issues: under 2 business hours
• Standard requests: same business day
• Feature ideas: tracked on the roadmap with quarterly updates

Prefer to talk? Call +1 (555) 010-4400 during business hours (9am-6pm ET).