The standards library holds the standards your organisation works to, broken into clauses. Importing one from its PDF or Word document saves typing it out: an AI drafts each clause and shows the page it was read from, so you can check it before anything is saved.

Nothing is used until you publish. A published standard can have form questions tagged to its clauses, shows coverage, and can be chosen for an audit programme.

You need permission to manage standards, and the standards library must be turned on for your organisation.

Step 1
Open the import
In the side menu, click Standards, then click Import a standard. The library shows each standard's status, how many clauses it has and, once published, how much of it your forms cover.
Step 2
Choose the document
Click Choose a file and pick the standard's PDF or Word (.docx) file. The button reads Reading with AI… while the clauses are drafted.
Step 3
See each clause beside its page
The source page sits on the left, with what each clause was drafted from marked: yellow for drafted, orange for one to check. The clauses from that page are on the right, with their codes. Use ‹ and › to move between pages with clauses.
Step 4
Check and fix the flagged clauses
Read each clause against its page and correct its code or text. A clause marked Looks like two clauses can be split with Split in two, or kept with Keep as one. A clause the AI could not find word for word in the document starts left out; tick it to include it. Only show ones to check lists just the flagged ones. About says what a clause is about; an AI suggestion is only saved once you click Confirm.
Step 5
Name it and continue
The name starts as the file name. Give the standard its proper name, and add a publisher and edition if you like, then click Continue to publish. Save draft saves it without publishing, so you can finish checking later.
Step 6
Publish
The standard is saved as a draft, and the page says how many clauses and sections it has, and how many are still flagged. Click Publish, or Keep it as a draft. You can keep editing clauses after publishing; every change is versioned.
Step 7
Other ways in
Choose a file also takes a spreadsheet (.csv or .xlsx) with a column for the clause text, and optionally code, section, sub-section, guidance and evidence. New standard writes one by hand. A document too long to draft in one go is drafted from the start only; import the rest into the same standard with Import more clauses on its Clauses tab.