Who is this article for?

Users looking for guidance on how to use the Documents module.

Documents module access is required.

Documents are the most common way for an organisation to manage their processes, share information, and store knowledge.

Ideagen Quality Management (Professional) allows you to store all your files, be it text files, spreadsheets, or slide decks, in a central, secure location.

This article pulls together guides on the functionality of the Documents module to help you get started.

1. General

• Navigating the Documents module
• Overview of the Document lifecycle

2. Management

• Creating a Document
• Activating and distributing a Document
• Deactivating and deleting Documents
• Adding related Documents

3. Maintenance

• Submitting a Document for approval
• Approving a Document
• Raising a change request against a Document
• Completing a Document change request
• Reviewing a Document
• Revising a Document
• Acknowledging a Document

4. Tools

• Converting files into PDF
• Using the Microsoft Office plugin