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Advice and answers from the Qualio Team
Search results for:
Documents
Manage
Documents
Explore the functionality
document
authors and Quality Users need to manage their
document
stack…
documents
, whether they’re Qualio
documents
or
documents
created using the Upload Format… Jump ahead to a section: Edit or Upversion
documents
Edit a draft document Revert
documents
Retire Effective
Documents
Remove visibility of old, irrelevant
documents
to keep your Document Library tidy… Retired
documents
can always be accessed from the Document Workspace by filtering for All
Documents
in… Access and Restore Retired
Documents
Qualio
Documents
- New Customer Training
Learn all about
Documents
in Qualio including document lifecycle, templates, creation, formatting, and management…
Document
Control & Lifecycle…
Document
Templates
Approve a
Document
How to send
documents
for approval and complete approval process… Approve a
Document
… From the Document Workspace, select “Your
Documents
” and “For review” to filter for the document
Qualio Tags
Effectively use Tags to manage
Documents
and Events… Add or Remove Tags from
Documents
… Steps to add or remove tags to multiple
documents
:
Complete a Periodic Review
How and when to complete Periodic Reviews of
Documents
… Identify
Documents
for Periodic Review… YES, the
document
needs to be updated
Document
Migration Overview
What to expect when migrating
documents
into your Qualio account… Number of
documents
: There is no limit to the number of
documents
that can be migrated into Qualio… Online
documents
: Any online
documents
, like Google Docs, will need to be downloaded and made available
Review a
Document
Collaborate on
documents
by sending for review, adding comments and suggesting changes… Review and Collaborate on
Documents
… Reviewers can be added to
documents
created using the New Document or Upload option
Training Overview
Qualio’s training management solution for your organization’s
documents
… Build training workflows for newly approved
documents
, send reminders automatically, and generate reports… If you are a document owner and ready to add training assessments to your
documents
, the Manage Training
Training Plans
How to automate training assignments for user groups and
documents
… Search for and select relevant
documents
by typing either the document ID or Title in the
Documents
dropdown… User and
Document
Management Impact to Training Plans & Training Records