Skip to main content
All CollectionsGetting Started New Customer Training
Qualio Documents - New Customer Training
Qualio Documents - New Customer Training

Learn all about Documents in Qualio including document lifecycle, templates, creation, formatting, and management

Written by Lydia Olu-Harding
Updated this week

How can modern life science businesses manage ever-growing, increasingly complex documentation stacks, and ensure the right information is viewed by the right person at the right time in an increasingly remote world?

Qualio’s document management system gives your organization an end-to-end digital platform for the entire document lifecycle, from drafting and reviewing to categorizing and sharing — wherever your team is based.

Watch the videos provided in this article to learn all about Qualio Documents:

Document Control & Lifecycle

Qualio helps customers manage document control requirements throughout the entire document lifecycle. Learn about control measures in Qualio including templates, document review and approvals with digital signature, training features, change control records, and audit trail.

The video below provides new customers with the “big picture” before diving deeper into specific details. It is recommended for Quality and Normal users, or anyone that will be working with Qualio Documents.

(Runtime: 12:27 minutes)

Document Templates

An effective and ordered eQMS is impossible without consistently enforced document formatting and structure. That’s why the document creation process within Qualio is driven by Document Templates.

In the video below, we’ll discuss some document template basics before we dive into the actual creation of document templates. By the end of the video, you should have enough knowledge about Document Templates to begin developing your document template strategy and be ready to jump into your sandbox to begin creating.

(Runtime: 11:09 minutes)

Document Creation & Formatting

Once you’ve created Document Templates, you can begin creating documents. In the video below, document authors will learn how to create new documents, as well as explore the Document Workspace and Library. Then, at the end of the video, we’ll discuss common formatting tools that document authors will want to be aware of.

(Runtime: 12:28 minutes)

Quick Links

Did this answer your question?