Document Tree Actions

The Work Group link is used to set up security for the document for a specific group of users rather than by document type. This is only applicable if Work Group Access Only is enabled in the document.

The Categories link is used to group documents by sub-type, such as New Product Docs or QA Manuals. Document categories can be tied to a specific document type and then the categories will transfer to the documents within that type if the Transfer Categories from Type option is enabled.

The References link is used to attach reference documents and courses (if Training Management is also used).

The Attachments link is used to attach any number of uncontrolled external attachments to the Document record.

The Distribution List link is used to track the organization units and actors that will receive hard copies of the document once the document becomes effective (CURRENT). The copies must be sent to these users manually.

The Revision Notes link is used to add revision notes to a Document record once a new revision is created.

The Changes link is used to view change requests and/or change orders for the document. Change requests for the Document record can also be created from this link. If Change Management is integrated with Document Management, this link is used to view change management requests and change management plans.

The Document History link is used to view all revision information for a document.

• The Access List tab lists users named in the Work Group tab and indicates if they are allowed to edit the document.
• The Content History tab contains copies of previous builds if Keep Copy of Every Build is enabled in the document type.
• The Access History tab contains content check in and check out history. If the RecordDocumentContentAccessHistory application option is set to YES, all users who have viewed the primary or secondary content will be listed.

The Certification Information link is used to set up the certification steps a user needs to perform if a document requires employees to be trained.

The Reviews link displays the reviews that will be performed as part of the Document workflow. Reviews can be attached to the document record ad hoc by the document owner, or they can automatically transfer to the Document record from the document review model which is attached to the document type.

The Attributes link is used to attach multiple entities to a document for searching and traceability.