E-doc

Centralized documentation management for security policies, procedures, and compliance evidence.

The E-doc module provides secure storage, versioning, and workflow management for electronic documents within Energy Logserver. Manage security policies, incident response procedures, compliance documentation, and audit evidence with integrated search, access controls, and retention policies.

Overview

E-doc enables security teams to:

  • Centralize Documentation: Single repository for all security documentation

  • Version Control: Track document changes and maintain revision history

  • Access Management: Control who can view, edit, or approve documents

  • Workflow Automation: Route documents for review and approval

  • Compliance Support: Store audit evidence and policy documentation

Document Types

Security Policies

Store and manage organizational security policies:

  • Information security policy

  • Acceptable use policy

  • Incident response policy

  • Data classification policy

  • Access control policy

Procedures and Runbooks

Document operational procedures:

  • Incident response playbooks

  • Change management procedures

  • Backup and recovery procedures

  • Security configuration baselines

  • Emergency response plans

Compliance Documentation

Maintain compliance-related documents:

  • Audit reports and findings

  • Risk assessments

  • Security control evidence

  • Compliance certifications

  • Third-party attestations

Document Management

Upload and Storage

Add documents to E-doc:

  1. Navigate to E-doc module

  2. Click Upload Document

  3. Select file and enter metadata:

    • Title and description

    • Document type and category

    • Tags for classification

    • Owner and reviewers

  4. Set access permissions

  5. Save document

Supported formats: PDF, DOCX, XLSX, TXT, MD

Version Control

Track document evolution:

  • Automatic versioning on each save

  • Compare versions side-by-side

  • Restore previous versions

  • View revision history and authors

  • Add version comments

Search and Retrieval

Find documents quickly:

  • Full-text search across all documents

  • Filter by type, owner, or tags

  • Search within document content

  • Advanced search with multiple criteria

  • Recent documents and favorites

Workflow and Approvals

Review Workflows

Document approval process:

  1. Author uploads or updates document

  2. Document routed to designated reviewers

  3. Reviewers provide comments or approval

  4. Final approver publishes document

  5. Stakeholders notified of new version

Approval States

Track document status:

  • Draft: Work in progress

  • Under Review: Awaiting reviewer feedback

  • Pending Approval: Awaiting final approval

  • Approved: Published and current

  • Archived: Superseded or obsolete

Access Control

Permission Levels

Control document access:

  • View: Read document content

  • Comment: Add review comments

  • Edit: Modify document

  • Approve: Publish document

  • Admin: Manage permissions and workflows

Role-Based Access

Assign permissions by role:

  • Security analysts: View operational procedures

  • Security managers: Approve policy documents

  • Compliance team: Full access to compliance docs

  • IT staff: View relevant technical procedures

  • Executives: View policies and reports

Retention and Archival

Retention Policies

Automated document lifecycle:

  • Define retention period by document type

  • Automatic archival after retention expires

  • Preserve compliance-required documents

  • Scheduled deletion of expired documents

Archival Process

Move inactive documents to archive:

  • Documents remain searchable in archive

  • Reduced storage footprint

  • Cannot be edited in archived state

  • Can be restored if needed

Integration

SIEM Integration

Link documents to security events:

  • Attach runbooks to alert types

  • Reference policies in incident tickets

  • Link evidence documents to investigations

  • Automated document retrieval during incidents

External Systems

Integrate with other platforms:

  • Import from SharePoint or file shares

  • Export to document management systems

  • API access for automated workflows

  • Webhook notifications for document changes

Reporting

Document Metrics

Track documentation status:

  • Documents by type and owner

  • Review and approval timelines

  • Overdue reviews and updates

  • Access and usage statistics

  • Compliance document inventory

Audit Reports

Generate compliance reports:

  • Documents by retention policy

  • Review completion rates

  • Version history and changes

  • Access logs and downloads

  • Policy acknowledgment tracking

Best Practices

  • Regular Reviews: Schedule periodic document reviews and updates

  • Clear Ownership: Assign document owners for accountability

  • Consistent Tagging: Use standardized tags for easy retrieval

  • Version Comments: Document changes in version comments

  • Access Control: Apply least-privilege access principles

  • Backup Integration: Include E-doc in backup procedures