The Trust Workspace is where your team prepares the trust profile. It lists every section, grouped into Company & Business, Trust & Governance, Operations & Quality, Technology & Security and Industry Profile.
Required and optional sections
- Required sections depend on your business type. The core company sections are required for everyone; for example, Security Posture and Privacy are required for Technology, Financial Services and Healthcare.
- Optional sections are listed under Add Additional Sections. Open one to add it to your profile. Sections that don't apply to your business type at all are hidden.
- The completion bar counts only required sections.
Section status
| Not Started | Nothing has been entered yet. |
|---|---|
| Declared | Answers are filled in, without evidence files. |
| Evidence Provided | Answers are backed by at least one evidence file. |
| Verified | The section is part of your published, approved version. |
| Evidence Expired | The section is published but some of its evidence has passed its expiry date. Upload a current file. |
Versions
Your profile has numbered versions (v1, v2, …). Each one moves through Draft → In review → Approved → Published. Only a draft can be edited.
- Opening any section when you have no profile yet creates your first draft.
- When a version is published, sections open read-only. Select Edit (start new draft) to create the next version from the published one. The published version stays live until the new one is published.
- Preview Document shows the formal document partners will see once this version is approved and published. Use Print / Save as PDF to keep a copy.
- Submit for Internal Review sends the draft to Approvals. Every required section must be filled in first; you'll be told which ones are missing.
- Approval History at the bottom lists who submitted, signed off and published, and when.