Backing up your decisions with clear documentation is not only helpful for your internal process. It’s also essential for passing audits under frameworks like the CSRD. Materiality Master makes it easy to link documents directly to your impacts, risks, and opportunities (IROs), ensuring transparency and traceability throughout your double materiality assessment.
1. Why Add Documents?
- Supports audit readiness. Check also the audit trail functionality.
- Strengthens internal decision-making transparency
- Provides evidence to justify impact, risk, and opportunity evaluations
2. Where to Add Documents
You can add documents in two ways:
- Directly from an IRO: Scroll to the bottom of the IRO and select Add document
- Via the Documents Overview: Click the settings icon next to the assessment name, then go to ”Documents” to manage all linked files in one place
3. Two Ways to Work with Documents
| Link a document | Upload to the AI agent | |
|---|---|---|
| What happens | You add a link to a file in SharePoint, Google Drive or similar. The file stays in your system. | You upload the file in the AI agent chat. The agent reads it and uses the content for its proposals. |
| Stored in Materiality Master | Only the link, name and description | The file and the information extracted from it |
| Best for | Evidence for single IROs, audit trail | Previous sustainability reports, risk registers, policies as input for the assessment |
Both appear under Settings > Documents. Deleting an uploaded document removes the file and everything the agent extracted from it.
Learn more: Upload documents to the AI agent.
To link a document:
- Click Add document
- Paste your document link
- Enter a name and optional description
- Click Add to link it to your assessment
Note: Linked files stay in your own system, and you manage who has access to them.
4. Linking a Document to an IRO
Once a document is added, you can:
- Link it to an IRO
- Add comments for context
- Unlink or delete it anytime via mouseover options
You can also add files directly from within the IRO editing view—just save the IRO first and then attach the document using the same steps.
By linking documents, you create a transparent, audit-ready trail for full ESRS compliance between your evaluations and the evidence behind them—without compromising control over your files.