Choose the record
Upload certificates, policies, screenshots, reports, minutes or other supporting files.
Evidence guide
Build an evidence vault that is useful when it is reviewed.
Evidence should show what happened, when it happened and which task, document or register it supports. Keep files private, named clearly and linked where possible.
Recommended flow
Link it
Attach the file to a task or management-system record so the context is not lost.
Add expiry dates
Use expiry dates for certificates, insurance, policies and records that need review.
Review the vault
Use the evidence page to check expired, expiring and archived files.
What belongs in evidence
Evidence records demonstrate that work has been done or checked.
- Certificates, insurance documents, approved policies and review records.
- Screenshots, confirmations, meeting minutes and signed-off reports.
- Completed inspection forms, training records and audit evidence.
- Supporting files for ISO registers, findings, actions and controlled documents.
Keep the vault tidy
A tidy vault saves time when a manager, adviser or auditor asks for proof.
- Use meaningful filenames before upload where possible.
- Attach files to the task or record they support rather than leaving everything unlinked.
- Archive old evidence instead of deleting it when it may still be useful for history.
- Set expiry dates when the evidence should be renewed or reviewed later.
Request evidence from someone else
Evidence request links are useful when the file sits with a supplier, adviser, client contact or another task owner.
- Open Request evidence from a task, ISO record or the Evidence Requests page.
- Choose a workspace user or enter an external name and email address.
- Add a clear note describing what proof is needed and when it is due.
- The recipient uploads through a temporary page and the completed request links back to the evidence vault.
Use evidence health
Evidence health helps users improve the quality of the vault before reports, reviews or audit packs are shared.
- Link evidence to the task, document or management-system record it supports.
- Add a useful note so another person can understand what the file proves.
- Add expiry or review dates where the evidence needs checking later.
- Reuse evidence across relevant standards or records rather than uploading duplicate files.
- Use evidence health in My Work and the Management Review Room to identify files that need context before they are shared.
Related guides
Evidence requests
Ask internal or external contacts for proof by secure upload link.
Open guideCalendar guide
Use task pages to upload evidence in context.
Open guideReports guide
Show evidence status in reports and exports.
Open guideManagement reviews
Use evidence health and linked files during reviews.
Open guideTrust page
Read how the product approaches storage and access boundaries.
Open guideImportant boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.