Documents

How To: Create a New Document

Instructions on how to create a new Document in Qualio

Written by David Brown
Updated over a week ago

How To: Review a Document

Instructions on how to review a document

Written by David Brown
Updated over a week ago

How To: Approve a Document

Instructions on how to approve a document.

Written by Marcin Wtorkowski
Updated over a week ago

How To: Make a Document Effective

Written by David Brown
Updated over a week ago

How To: Update / Up-version a Document

Instructions on how to update or incrementally version a document.

Written by David Brown
Updated over a week ago

How To: Complete a Periodic Review

Instructions on Periodic Reviews

Written by David Brown
Updated over a week ago

How To: Retire a Document

Written by David Brown
Updated over a week ago

Forms and Qualio

Outlining your options for using forms within Qualio

Written by Crysta Huszai
Updated over a week ago

How To: Compare Versions of a Document

Instructions on how to compare different versions of a document

Written by David Brown
Updated over a week ago

FAQ - Controlled vs. Uncontrolled Exports

Who can export controlled or uncontrolled documents and what's the difference?

Written by Crysta Huszai
Updated over a week ago

How To: Edit a draft document

Instructions on how to add and edit content in your draft documents

Written by David Brown
Updated over a week ago

How To: Smart Link Documents in Qualio

Instructions on how to Smart Link Documents in Qualio

Written by David Brown
Updated over a week ago

How To: Add Images to your Content

Instructions on how to add images to your section content

Written by David Brown
Updated over a week ago

How To: Add an Attachment to a Document

Instructions on how to add an attachment to a document.

Written by David Brown
Updated over a week ago

How To: Insert Tables

Instructions on how to insert tables

Written by David Brown
Updated over a week ago

How To: Sort Documents

Written by David Brown
Updated over a week ago

How To: Create & Manage Document Templates

Instructions on how to create and manage templates.

Written by David Brown
Updated over a week ago

FAQ: What image file types are supported in Qualio?

What image file types can I insert into a document?

Written by Marcin Wtorkowski
Updated over a week ago

How to: Use The Search Functionality

How to use the search functionality in the Library and Workspace

Written by David Brown
Updated over a week ago

How To: Change Ownership of Multiple Documents

Two easy ways to transfer ownership in bulk!

Written by Crysta Huszai
Updated over a week ago

How To: Create & Manage Tags

Instructions on how to create and manage tags.

Written by Crysta Huszai
Updated over a week ago

How to: Apply a tag to an effective document

This article illustrates how you can apply a tag after a document has been approved.

Written by David Brown
Updated over a week ago

How To: Manage Equipment Calibration/Maintenance in Qualio

How to utilize the periodic review functionality to manage equipment

Written by Crysta Huszai
Updated over a week ago