Click here to view the "Add a New Document" video


This article assumes that document types, approval matrices, and departments have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.

Step #1

Click here to add new "Documents" to your system.

Step #2

Click here to create a new "Document".

Step #3

Click here to add an "Approval Matrix"

Step #4

Enter Document Author (optional).  The Document Author field indicates who wrote the document. Note: This is different from Document Owners. Document Owners can track progress and make edits within Isolocity, whereas the Author is simply recorded as the person who created or wrote the document. 

Step #5

Click here to add a "Parent Document" (optional).  Use the Parent Document field to link related documents. For example, a Work Instruction (WI) can be linked to its associated SOP as the parent, helping users easily navigate and understand related documents within your workflows.

Step #6

Enter the "Document Name".

Step #7

Select the "Document Type".

Step #8

Select the "Department" associated with this document (Optional).

Step #9

Click here to add "Document Owners".

Step #10

Click here to create "Document".

Step #11

This is the stage of approval your document is in.

Step #12

Click here to indicate whether the document is being edited. Enabling this setting prevents other users from making changes in Isolocity while you are working on the document.

Step #13

Enter the current date or last date the document has been reviewed (Optional).

Step #14

Enter the Frequency as a number and select the Duration (days, months, or years) for how often the document should be reviewed. This will automatically calculate and populate the Next Review Date.
Example: Enter a Frequency of 12 and select months as the Duration. The document will then be scheduled for review 12 months from the current date.

Step #15

Choose the Training Program that corresponds to this document. A Training Program can be set up as a test or checklist that users will complete to ensure they understand the document content. Selecting the appropriate program links the document to the training so users can be assigned, track progress, and complete the required training.  


More information on creating a Training Program can be found here. 

Step #16

Select the associated employee groups.  Choose the Employee Groups that should have access to this document. Employee Groups determine who can view the document and who needs to complete the associated training. Linking the document to the appropriate groups ensures the right users are notified and assigned the training.


More information on creating Employee Groups can be found here. 

Step #17

Enter Document Location (Optional). Specify where the document is stored. This can be a physical location on-site (e.g., filing cabinet, office, or department storage) or a digital location (e.g., a shared drive, network folder, or document management system). Recording the document location helps users quickly find the document when needed, whether for review, training, or compliance purposes.

Step #18

Link any associated Change Control Report

Step #19

Add any relevant links

Step #20

Enter Notes

Step #21

Upload any supporting files for this document, such as Word, PDF, Excel, or PowerPoint files. Did you know Isolocity also integrates with OneDrive?  Click here to learn more! 

Step #22

Click "Save Document".

Step #23

Click on the fingerprint to add approval

Step #24

Enter e-signature details (if enabled) and click continue. 

Step #25

Continue the process for each stage of the document approval process.