Document management
See how platform documents move through version projects, approval quorums, electronic signatures, publication, archiving and PDF export.
Platform documents are controlled records for policies, procedures, reports and other compliance materials.A document has a life cycle; its versions retain the content and decisions that were current at a time.
stateDiagram-v2 state "Draft version" as draft state "Approval quorum" as review state "Published version" as published state "Signature requested" as signing [*] --> draft: Create a version draft --> review: Request approval review --> draft: Rejected review --> published: Approved and published draft --> published: Publish published --> signing: Request signatures signing --> published: Signed, cancelled, or voided published --> [*]: Superseded by a new version
Versions and publication
Section entitled “Versions and publication”Edit the work in a project version. Publishing creates the version for use or review. Archived documents remain part of the record, but are removed from active use. Avoid editing a document just to change its approval history; create a new version when controlled content changes.
Approval quorums
Section entitled ‘Approval quorums’A approval quorum defines who must decide before a document can continue. Decisions are recorded against a specific version so that subsequent revisions do not rewrite the history of a previous approval.
Electronic signatures
Section entitled ‘Electronic signatures’Signature requests also belong to a version of the document. A request can be completed, cancelled or cancelled depending on its status.
Exports and Evidence
Section entitled ‘Export and evidence’Documents can be exported as PDFs and linked to controls and measures. A controlled document explains what the organization intends to do; evidence demonstrates that a measure has worked.
Access to projects, approvals and signatures follows organization authorization. Use the audit log when investigating changes to controlled records. Roles and permissions.