Document Control Software

Document Control Software: Adding Documents

 To add a new document to the system first select the Create/Edit Documents in System icon in the Navigator. To fill in some data about the new document you see the main document screen.
The main document screen consists of seven tabs applying to different steps in the document life cycle. The first is named 'Document'.
The following fields need to be field out:
document
  • Document Type: e.g., we are entering a Standard Operation Procedure.
  • Document Name and Number: The short name or number that the document uses. (Remember you can set up auto-prefixing and auto-numbering).
  • Document Title: The complete title for the new document.
  • Author/Owner:: This is either the author of the document or the current owner.
  • General Comments: Brief description of what the document is all about or any notes you need to make.
  • Select Document File...: Click on this to associate a draft file. A file picker dialog will appear and you will find the draft copy of the document that you have already created.

Create Approval List and Document Change Request (DCR)

 Now select the second tab of the main document screen: Approvals.
document approval
To create the list of approvers click on the Modify Approval List... button to select from the names list. After confirming the names to be selected an email dialog screen will come forward. This email informs the selected approvers of a draft waiting for their approval.

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