Document Control Module

Documents

• Is it possible to add a pdf to a Document?
• Which file types are permissible in Documents?
• What is the maximum Document file size I can upload?
• What should I do if I see the message "Document version not saved. Please check shortly or contact admin"?
• Assigning a Document to Trainings
• What is a Parent Document and its Functionalities?

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Document Types

• Is it possible to block Regular Prints?
• What are Dynamic Variables?
• What is the Allow to Override Functionality in Document Types?
• The numbering of ID's
• ID Prefix per Document Type
• How do I create a Document Type?

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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

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