$resultHtml
Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

(warning) Please notice that all of the documents are listed on this page and it does not follow "Document Distribution" rules, so make sure that only the right people have access to this page.


To create a new document, click on the Image Modifiedbutton from the action bar, and fill the required fields then click on aImage Modified button.

follow your rules of creating documents( work instruction ) to fill the "Code", if the document is going to be used in several companies you should follow the global coding rules. 

choose the "Document Type🔗" from the list, if it's not on the list, you can add it on the "Document Type" Page then press the refresh button on the dropdown list to be updated.Image Modified

"Owner" is a person who is in charge of this document, according to the change procedure the owner can have an approval step.

if you need that a group of people to review or approve during the change procedure, you can make the Group 🔗and choose it for"Review Group".

"Company" is the company, which the document belongs to. if the document should be available on more than one company you can adjust it by using Image Modifiedaction.

if the "Active" checkbox is not checked, the document will not be available for the distribution list.

"Printable" declares that should users be able to print this document or not.

if you set "Public" checked, all the people can have access to view this document. if you leave it unchecked only the people on the distribution list will have access to view this document.

when you created the document you can click the Image Modifiedaction to complete the information.

To Modify a document, select it from the list first, click on a Image Modified button, do the modification and then click on a Image Modified button.

Note: you cannot change the "Company" of the document on this form, it can be possible by using Image Modifiedaction.

to edit other information of a document can click on the Image Modifiedbutton.


To Delete a document, select it from the list first, click on the Image Modifiedbutton,  if you are sure about it, click on a Image Modified button.

Note: if the selected document is used or referenced anywhere, you will not be able to delete it. you can make it inactive by making the  "Active" checkbox unchecked!


To open a document, select it from the list, then click on theImage Modified button.

on the left side you should see these tab pages:

  • Info
  • Version
  • File
  • Category
  • References
  • Form Builder
  • Electronic Dist.
  • HardCopy Dist.