Digital Introduction |
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 Introduction |
 Foundation |
 Document |
 Case M. |
 Search |
 Holistic |
3.1 Document Management via Categories |
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This guide explains how to create and update text documents within the system. You will also gain a clear understanding of the collaboration and review options available before documents are published.
To ensure that all employees have the right conditions to perform their work accurately every day, it is essential that governing documentation, such as procedures and instructions, is easy to find. Additionally, employees must feel confident that they are accessing the most current and relevant information.
To create these conditions, the governing documentation needs to be developed within your management system.
Create a Draft of a Document
To leverage the document management capabilities offered by the system, it is essential to create, edit, and publish documents within the platform. Only the creator and users with whom the document has been shared will have access to the draft and be able to view it prior to publication.
Collaborate When Creating Documents
At AM System, we believe that a value-driven management system thrives on the contributions of all employees, drawing on their diverse areas of expertise. By facilitating seamless collaboration in document creation, everyone has the opportunity to contribute to the development of the management system.
Let the system empower you to work as an effective and inclusive team. 💪
Document Review
It can be important to have "more eyes" on the document before it becomes available to everyone in the organization, or you may have external or internal review requirements. Are the statements accurate? Have I overlooked any crucial information? Is the content easy to understand, or are there any spelling mistakes?
These are just a few of the questions you might consider. If you would like additional opinions and feedback on a document before it is published and made accessible to the rest of the organization, you can ask colleagues to review it and provide their insights. As the creator, you can terminate the review process whenever you feel you have received sufficient feedback for publication.
Approve and Publish Documents
Once the drafts of documents are complete, they must be approved and published to become accessible to the rest of the organization. Users will always see the most recently published version of the document when they access it in the system. The category under which the document is published determines who has the authority to approve and publish it, as well as who can view it after publication. When the document is published, all relevant parties will receive a notification about the new document.
Create a New Edition
Your organization and its environment are constantly evolving. This necessitates that your governing documentation is regularly updated, ensuring that employees always have access to the most current and relevant information. A draft of the new edition can be developed collaboratively and sent for review before publication, just as you would with any new document.
Learn more about the following topics:
- Inserting links in text documents
- Adding a table of contents to text documents
- Attaching files and linking to documents and cases
- Sharing and collaborating on documents
- Understanding the "Send for Review" feature
- Publishing documents
- Creating a new edition
- Comparing different document versions
- Sharing documents publicly
Last updated: 3 April, 2025