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SANAUserManual-EN
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In accordance with the quality management system, you can define different document types.

Each document type has an "Abbreviation" which can be used in the code of the document. 

If the documents with the type should have records, ( example: forms and checklists ) you should mention that by making the "is recordable" checkbox checked.

You can set the "Review cycle" in the day(s), to get informed about the documents which need to be reviewed.

(Example: you set 365 days as the review cycle. A notification is triggered 365 days after the publication date of this document type.)

If the "Active" option is selected, the document type can be used when creating a document.

You can write a short note about it as "Description" and it's not required.


Create a new document type

To create a new document type, click on a   button from the action bar, and fill the required fields then click on a button.


Modify a document type

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

Note: if the selected document type is used in any documents, you cannot change "Abbreviation".


Delete a document type

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

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


Templates

You can prepare a file (Word, Excel, PowerPoint) as a template for each document type to use it when creating documents.

Each document type can have only one template. to attach the template to a document type, select it from the list then choose, then choose your file using button.

You can give it a title, then press the button to save it.


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7 Comments

  1. Hesam Shojaee

    Dear Katrin I want to change the second line to :
    bla bla

  2. Katrin

    ok

  3. Katrin

    Hesam Shojaee ok

  4. Chris Gilhooly

    Hesam Shojaee I'm going to change all of this

  5. Hesam Shojaee

    Chris Gilhooly Thanks

  6. Chris Gilhooly

    Hesam Shojaee Edits (edited lines denoted in red)


    In accordance with the quality management system, different document types can be defined.

    Each document type has an "Abbreviation" which can be used in the code of the document. 

    If documents with a particular type should have records, ( example: forms and checklists )  select the "is recordable" checkbox.

    You can set the "Review cycle" in the day(s), to get informed about the documents which need to be reviewed.

    (Example: A 365 day review cycle has been defined. A notification will be triggered 365 days after the publication date of this document type.)

    If the "Active" option is selected, the document type can be used when creating a document.

    Optionally, add a short "Description".


    Create a new document type

    To create a new document type, click on the   button from the action bar, fill the required fields, then click on the button.


    Modify a document type

    To modify a document type, select it from the list, click on the  button, do the modification, then click on the button.

    Note: if the selected document type is used in any documents, the "Abbreviation" cannot be changed.


    Delete a document type

    To delete a document type, select it from the list first, click on a  button, and to confirm click on the  button.

    Note: if the selected document type is used in any documents, you will not be able to delete it. You can make it inactive by deselecting the "Active" checkbox!


    Templates

    You can prepare a file (Word, Excel, PowerPoint) as a template for each document type to use it when creating documents.

    Each document type can have only one template. To attach the template to a document type, select it from the list then choose, then choose your file using button.

    You can give it a title, then press the button to save it.

  7. Erdal Akagac

    Hesam Shojaee
    You can write a short note about it as "Description" and it's not required. / and might be but in here. Meaning will be more suitable if I understand correct.

    You can write a short note about it as "Description" but it's not required. / you can but not have to.

    Also,
     "is recordable" is a question? or is a state/speciality of document?
    I translated as a speciality. like recordable or not recordable.