Document Management Overview

The Document Management module allows users to upload single or multiple documents at one time, select approval workflows, control document changes, identify the revision status of a document, view documents and folders, download and print uncontrolled copies, create and manage change requests, archive documents to prevent the unintended use of obsolete documents and manage the periodic review of documents.

Step-by-step instruction:

1. Click on the Documents icon.
2. Click on the Document Management menu item.

3. Click on the Manage Documents menu item.
   
   
   
   

   
   

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