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Document

Document

Here you will find guides and articles about the Document module.

Category Settings

Create and Manage Categories

Inheritance of Category Settings

Grant users the ability to approve and publish documents

Settings to Manage the Revision of Your Documents

How to Manage Revisions for Individual Documents

Access to documents through category settings.

The Concerns and Reading Receipt Settings

How to manage Concerns and reading receipt per documents.

Category Setting – Company Information

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Settings

Managing documents for a Group of employees.

Create Revision Groups in Documents

Tags improve the searchability of your documents

Extra Fields provide the ability to enhance a document’s searchability.

Required Fields

Locked Fields on Published Documents

Default Fields in Documents – Query Builder

Advanced Settings

Export Your Documents and Processes from AM System

Where to create Header/Footer in a text document

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Manage editions and revise documents

Creating a Text Document, Publishing, and Creating a New Edition

Preview printouts before publishing

Compare Editions in Text Documents

How to revert to a previous version of a document

Revise Documents

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Working with Documents

What is placed under My Documents

Is your process map not appearing in the correct position during review or printing?

Creating Links in Text Documents

Inserting a Table of Contents in Text Documents

Table Management

How to use table headers in text documents

Notify relevant users and alert users about specific documents.

How the Share/Collaborate function works

How the Send for Review function works.

Share Documents Publicly

Attach File, Relate to Document and Case in Text Document

Delete or rename an attached file

How to link the user to the My Cases or My Documents section

Working with Templates in AM System

How to Create a Header in Text and Layout Documents

Link to a published Document

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Search - Query Builder

Search Functions in Documents

Save and Share Search Query in Documents

FAQ

Why can I not see certain categories in the Navigation Structure despite supposedly having access according to the category settings?

Some of our users receive a large number of notifications when, for example, someone revises our documents. Why is that, and can they be turned off?

Is it possible to insert videos into a document in some way?

Is there a function in the document module to export a list of all documents?

How can I find all documents whose revision time has passed?

Where can you see what has changed in a version?

How do I delete a Bundle?

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