01
Request evidence securely
Send a focused upload link to the person who holds the proof without giving them access to the whole workspace.
- External upload links
- Clear request context
- Private return to the vault
Compliance evidence collection
Collect compliance evidence without chasing files and inboxes
Request proof through secure upload links, keep files private, connect each item to the task or record it supports, and see evidence gaps before a reviewer finds them.
Obligary organises compliance evidence and review workflows. It does not certify your organisation, judge legal compliance or replace an auditor's or adviser's professional assessment.
Plain-English definition
What does compliance evidence mean?
Compliance evidence is the record that supports a task, decision, control or management-system activity: for example a certificate, review note, approval, screenshot, training record or completed report. The useful part is not storage alone. Good evidence keeps its context, owner, date, review status and relationship to the work it proves.
How it works
Keep the routine clear from action to evidence.
02
Keep the task connection
Link evidence to the task, document or register entry it supports so a reviewer can follow the chain without guessing.
- Task and record links
- Upload dates and notes
- One source of review context
03
Track ownership and expiry
Record who is responsible, when proof should be reviewed and when time-sensitive evidence expires.
- Evidence owners
- Review states
- Expiry visibility
04
Find gaps early
Evidence-health views help teams distinguish completed work with useful proof from tasks that are still unsupported.
- Missing-evidence flags
- Expired-file pressure
- Coverage summaries
05
Protect private material
Workspace membership, roles and controlled sharing help keep evidence available to the people who need it.
- Role-aware workspace access
- Private evidence vault
- Purpose-specific sharing
06
Prepare a focused pack
Bring selected tasks, evidence, documents and management-system records together for an adviser, reviewer or auditor.
- Evidence index
- Task status context
- PDF and spreadsheet exports
A clearer operating system
Keep proof connected to the reason it was collected
Email attachments and shared folders can hold files, but they rarely show whether the right evidence exists, is current or supports the correct obligation.
Email and shared folders
- Repeated chasing and unclear request history
- File names with little task or control context
- Manual checks for missing, expired or superseded proof
Obligary evidence collection
- Secure requests return files to a private workspace
- Evidence stays linked to its task or record
- Health views and reports expose gaps before review
Explore the workflow
Related product pages and practical guides
FAQs
Common questions
Is this police or legal evidence-management software?
No. Obligary is designed for compliance records, audit preparation and management-system evidence used by businesses, advisers and consultants.
Can someone upload evidence without joining our workspace?
Yes. An authorised user can send a secure evidence-request link so an external contact can upload the requested file without receiving general workspace access.
What can evidence be linked to?
Evidence can support calendar tasks and relevant management-system records, helping reviewers understand why the file was collected.
Does an audit pack guarantee audit success?
No. It helps organise selected records for review, but completeness, applicability and audit outcomes remain the customer's responsibility.
Put the next task, its owner and its evidence in one place.
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