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Documents#

🔒 Quality.Documents

Through the Quality main tab you can select Documents to access the list of all active Documents.

The Documents page presents two summary views of the Documents that exist in the system:

  • All - displays all the Documents.
  • My Documents - displays a list of all the Documents that the current role of the User allows him/her to read and understand.

In this page, it is possible to see the name of the Document and information about its Type, Content Type, Size, Author, Creation Date, State, Revision State, and if the Document was Read.

Additionally, you can filter the Document by Type (DocumentType lookup table) and Revision State, and you can also search for a specific Document by using the Search box.

While on the Documents page, you can also View and Download a Document.

Screenshot showing the Documents page with available actions to view and download documents.

On the left-hand side panel, additional functions will become available by selecting the three-dot menu next to Folders. Here, you can create a New Folder and once this new folder is created, you will also have the possibility to Edit or Remove a Document.

Screenshot showing the three-dot menu on the left-hand side panel with options for creating a new folder.