This is the administration page to manage documents.
Note: If a "Change Process" or "Document Change Process" is implemented, this process must be followed. No changes should be made directly from the document overview ("Document Management" page).
Note: Before the change process is implemented, all existing documents and related information can be uploaded. Afterwards, the document overview ("Document Management") can be used to add additional information to the individual documents.
Note: It should be noted that all documents listed in the document overview ("Document Management") do not follow the "Document Distribution" rules. It must be ensured that only authorized persons have access to this overview.
Create new document
To create a new document, click on the 
button from the action bar, and fill the required fields then click on a
button.
Note: Follow the rules for creating documents (according to the work instruction that applies to you) to fill in the "Code". If the corresponding document is to be used in several companies, you should follow the global coding rules..
Choose the "Document Type🔗" from the list. If the desired document type is not in the list, create it beforehand on the "Document type" page. Back again, then select the "Update" button in the drop-down list to update it.
"Owner" is the person who is responsible for this document. Depending on the change procedure, the owner may have an approval level.
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 
action.
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 
action to complete the information.
Edit a document
To Modify a document, select it from the list first, click on a 
button, do the modification and then click on a button.
Note: you cannot change the "Company" of the document on this form, it can be possible by using action.
to edit other information of a document can click on the button.
Delete a document
To Delete a document, select it from the list first, click on the 
button, if you are sure about it, click on a 
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!
Open a document
To open a document, select it from the list, then click on the button.
on the left side you should see these tab pages:
- Info
- Version
- File
- Category
- References
- Form Builder
- Electronic Dist.
- HardCopy Dist.