Skip to main content
Document records with version history, a guarded submit/approve path, and attributable activity logging.
Where document-control completion is enabled, the current draft can be edited, an in-review document can be rejected for rework, and an approved document can be downloaded as a controlled PDF, subject to the existing role and signature requirements. These controls remain unavailable when that feature is off. File attachment availability is separate from draft text editing.

​
Document Library

All controlled documents with status (Draft, In Review, Approved, Obsolete), version numbers, and ownership. In regulated manufacturing, using the wrong version of an SOP is a compliance violation — this ensures everyone works from the current approved version. Filter by status to find documents needing review, and check for overdue approvals that could block production.

​
Document Detail

Shows the current version, revision history, approval state, and any electronic-signature manifestations. GMP document control depends on knowing exactly which version is effective, who approved it, and whether operators need retraining after a revision. Open a document before acting on it — confirm the version and status before using it for production, training, or audit evidence.

​
Approval Workflow

Complete draft version records can move through guarded submit and credential-reverified approval. Where document-control completion is enabled, an authorized independent reviewer can use Reject to return the document for rework with a signature and reason. Confirm current-version completeness before submission, and use the audit trail to review the recorded approval or rejection. Document approval is single-step. A document whose approval workflow has more than one approval step cannot be approved or rejected; ask your administrator to correct the workflow. Where the approval status pane is enabled, the detail page shows Approval status in place of the four-step workflow graphic, with the document status, each approval task’s assignee and decision, and whether the document was returned to draft after a rejection.

​
Document categories

When document categories is enabled, choose an available organization category when creating a document. On an existing draft or in-review document, use the category selector and Save to change or clear its category, with a reason for change. Server permissions still apply. Approved and obsolete documents do not offer this editing control. Follow the controlled revision process instead. Administrators maintain category names in Settings; category availability is not a new approval state or an automatic feature activation.

​
Training against a document version

A version-specific training assignment requires an approved revision. Draft and in-review revisions are refused, even if they are newer. Confirm the approved version before assigning training; this release does not provide unrestricted simultaneous effective/draft publication.