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How to use the Quality Documentation Management

Learn how Manage your Quality Documentation

Written by David Andrade

Before creating or uploading a Document to your Quality Documentation Library, you will need to create a structure that will allow you to organize your Documentation Center, meaning Folders and Document Types.

Creating a Folder

1. On the Quality Menu (1), select the Document Management (2) option, and click on Add Folder (3).

2. Write the Name you want your Folder to have and click on Save Folder.

Creating a Document Type

1. In the Document Management menu, click the Gear icon (1), then click Document Types (2) to switch to the Document Types page.

2. Click Add Document Type.

3. Write the Type of the document in the specific field.

4. You can check two options:
Auditable: To select when the document can’t be deleted.
Revisionable: To select when the document can have more versions.

5. Click on Save Document Type if you are done with this task, or Save and Add Another to add one more Document Type.

Creating a Document

1. Click the drop-down arrow (1) next to the Add Folder button, then select Add Document (2).

2. Select the file you want to upload, then enter the Name, select the Parent Folder, and Document Type.

3. Click on Save Document if you are done with adding documents, or Save and Add Another to add one more Document.

FAQs

1. Is there a way to add .zip or .png files into Document Management?

Only PDF files can be used.

2. Is there any way to move or drag and drop files between folders?

It's not possible to move files between folders.

If you still have any questions after reading this article, feel free to reach out to us through our Live Chat feature or directly to your CSM.

Need help? Request a Fusion Operations expert to contact you here.

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