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  2. Document Control Module

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
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