Platform · Document Management
Controlled documents inside the work that needs them
Author, review, approve, release, and retire documents with full version history — bound to the projects and quality events they belong to.
What it does
- In-platform drafting and structured review
- Approval chains with optional e-signature
- Release, supersede, and obsolete on a controlled path
- Prior versions retrievable; current version unambiguous
- Templates per document type
- Linkage to projects and quality events
What’s configurable
Document types, statuses, lifecycle transitions, templates, approval routing, metadata fields, and numbering schemes — defined by your tenant administrators.
How it connects
Documents live inside projects. Quality events can reference the exact document version involved. Reporting pulls status and evidence from the same records.
Compliance behaviors
Transitions and approvals are audited. E-signature steps can require re-authentication and captured intent. Permissions apply through the same access engine as every other object type.