How to use Alchex

Start here

The shortest path from signing in to a published document — what to set up, in what order, and what you can safely skip.

Document system overview

How documents move from draft to published version in Alchex, and the terms you meet along the way.

Workspaces and teams

The two containers everything else sits inside — what belongs to a workspace, what belongs to a team, and how that decides who sees what.

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live draft per document works — who can edit it, what the draft session means for unsaved work, and how a draft is superseded.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.

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.

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 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.

Workspaces

Creating a workspace, what its name controls, switching between workspaces, and what closing one actually does.

Roles and permissions

How Reader, Writer and Owner roles map to document actions, and why the person who submits a document can never approve it.

Members and invitations

Inviting people, what the invitation link is, why an invite can be refused, and the rules around removing someone.

Teams

Creating teams, managing who is on them, and the asymmetry in what deleting a team destroys and what it keeps.

Seats and licences

How a licence is consumed, why an invitation gets refused, and why removing someone only reduces your bill if you ask it to.