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Creating a Quality Document

Ensure authors can create a compliant, searchable quality document—either from a template or from an uploaded file—so it can move through review, approval, and release.

Updated over a week ago

Who Is This For?

  • Authors / Users — creating new quality documents

  • Document Controllers / QA — verifying properties and access

  • Managers / Approvers — downstream review and approval activities

How to Do It?

Step 1: Open the Documents module

From the sidebar, go to Documents. Click Create New Document.
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❗ Compliance reminder: This action is available only to users with the Document Control module permission.

Step 2: Fill in Document Details

Complete the Document Details form.
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Field

Description

Notes

Title*

Enter a clear, specific title so it’s easy to find.

Required

Choose Template

Select a template from the dropdown to pre-fill fields.

Optional — auto-fills Type and Process

Type*

Select the entity type for this document.

Required. Use this to classify the document (e.g., SOP, WI, Form).

Process*

Choose the process this document belongs to.

Required. This links the document to a business process for routing and reporting.

File Upload

If you didn’t select a template, upload or drag-and-drop your file.

Optional if a base template is chosen

Once all required fields are filled out, you can choose how to add your document content — either by using a pre-defined template or by uploading your own file.

Using a Template

Using a template helps standardize formatting and metadata, reducing rework later.

📎 Reference: Creating a Template

Uploading a file

Drag-and-drop the file into the File Upload area or click to browse.

Note: If you chose a template, this step is not required because the template provides the base file.

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Step 3: Confirm or update the Document Owner

The creator is automatically set as the Owner. To change it: open the document, then in Properties → Document Access, update Owner.
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📎 References:

Tips

  • 💡 Prefer templates to keep structure consistent and auto-fill key metadata (Type, Process).

  • 💡 Use specific titles (e.g., “SOP – Environmental Monitoring – Lab A”) to improve search and reporting.

  • 💡 Verify Process and Type before creating; changes later can impact workflows and reporting.

What’s Next?

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