Documentation
How to use Alchex
The document system end to end — how a document is written, reviewed, approved, published and kept current. This is the reference for how the product actually behaves.
Getting started
Authoring
Creating documents
The three ways to start a document in Alchex — from scratch, from a marketplace template, or by uploading a file you already have.
The editor
How to write and format a draft in Alchex, what the slash palette offers, and what "saved" means for your work.
References
Inline chips that point at another document, a control, a connection label or an evidence item, and stay current as those records change.
Drafts
How Alchex's single live draft per document works — who can edit it, what the draft session means for unsaved work, and how a draft is superseded.
Collaboration
Co-edit a document draft with your team in real time — presence, how simultaneous edits merge, and what happens when the connection drops.
Review and approval
Submit and approve
How a draft moves from editing to published — requesting approval, who decides, the separation-of-duties rule, and what approve or reject does.
Review comments
Leave inline comment threads on a submitted draft, reply, resolve or reopen them, and understand how threads attach to the exact version reviewed.
Publishing
How a draft becomes the version your readers see, who is allowed to publish, and what stays fixed afterwards.
Version history
Browse every published version and saved restore point, compare any two, and pull an old version back into the draft.
Document library
External documents
Bring a PDF you did not author into the governance record, and put it under the same versioning, review and access control as an authored document.
Templates and the marketplace
Browse ready-made document templates and audit agents, preview them, and download a copy into one of your teams.
Exporting documents
Download an authored document as a Word copy with a generated document control section, or export a document's full activity log as CSV.
Activity and archive
Read the audit log of everything that happened to a document, export it as CSV, and retire documents without deleting them.
AI and controls
AI review and assistance
How Ask Alchex answers from your own records, how a document audit grades clauses, and why every AI change waits for your approval.
Controls and evidence
How controls carry their own evidence, what the freshness states mean, and how a control's audit agent checks coverage before it runs.