FAQ & Guide

Everything you need to know about using CompliBot

Topics

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Getting Started

1. Create Your Account

Go to the Sign Up page, enter your email, password, and company name. Your company name will be auto-filled in all documents.

2. Generate Policy Documents

Go to Documents → Select the policies you need → Click 'Generate'. Your company name will be automatically added to each document.

3. Track Compliance Controls

Go to Checklist → 37 SOC2 controls are listed. Click on each control to mark as complete and add evidence notes.

4. Export to PDF

On any document, click 'PDF' to export. A professional PDF with cover page will be generated for your auditor.