Document Control Module

Documents

• Assigning a Document to Trainings
• What is a Parent Document and its Functionalities?
• Troubleshooting a Read-Only Document
• How do I create a Document?
• How can I delete a Document?
• Can I delete some of the versions of a Document while keeping others?

See all 25 articles

Document Types

• What are Dynamic Variables?
• What is the Allow to Override Functionality in Document Types?
• How do I create a Document Type?
• How can I delete a Document Type?
• Why can’t I delete a Document Type?
• Adding variables to Document Types

See all 7 articles

Folders

• How can I create a new Folder / Sub-folder?
• How can I delete a Folder?
• How can I change the Parent Folder of a Sub-folder?
• Where can I see how my Folders are organized?
• How can I change the Folder / Sub-folder in which a Document is stored?

Controlled prints

• Controlled and Regular Prints
• Working with Controlled Prints
• Keeping track and destroying Controlled Prints 

Module settings

• Where to Find Variables for Custom Fields in Document Control
• Ordering Custom Fields in Document Control
• Are Custom Fields Searchable in Document Control?
• Creating Grouped Custom Fields in Document Control
• Creating an Image Custom Field in Document Control
• Creating a Numeric Custom Field in Document Control

See all 15 articles