Documents Module

Guides and tips for uploading, organizing, and sharing documents within the system.

Add a New Department
Click here to view the "Add a New Department" video   Step #1 Click on your profile picture or initials to reveal the quick-start menu. Step...
Wed, 27 Aug, 2025 at 1:56 PM
Adding Authorized Signers
Authorized signers are users who have permission to sign documents and CAPA items on behalf of a department, in addition to the department manager. They hel...
Mon, 18 Aug, 2025 at 5:18 PM
How to Create an Approval Matrix
Click here to view the "Create an Approval Matrix" Video   Step #1 Click here to Create an Approval Matrix Step #2 Click "Approval Mat...
Mon, 18 Aug, 2025 at 5:14 PM
Adding A New Document Type
Click here to view the "Add a New Document Type" video Step #1 Click here to add a new "Document Type". Step #2 Click here to a...
Mon, 18 Aug, 2025 at 5:02 PM
Adding A New Document
Click here to view the "Add a New Document" video This article assumes that document types, approval matrices, and departments have already be...
Mon, 18 Aug, 2025 at 5:45 PM
Exporting Your Documents List
Click here to view the "Exporting your Documents List" Video Step #1 Click here to access your "Documents". Step #2 Click "...
Mon, 18 Aug, 2025 at 5:49 PM
Document Analytics
Click here to view the "Document Analytics" video Step #1 Click "Documents". Step #2 Click "Graphs". Step #3 Here...
Mon, 18 Aug, 2025 at 5:54 PM