SOLABS QM10 Guide for Document Administrators

This linked User Guide provides information on administration tasks for the Document Section. It includes sections on Custom Lists, System Attributes, Document Types, Document Workflow Templates, PDF Rendering Templates, Creating Folders and managing Privileges in the Document Section.

Related Articles and Videos:

Document Section Privileges: https://docs.solabs.com/hc/en-us/articles/360043524413-SOLABS-QM10-DOCUMENT-Section-Privileges

Document Ownership: https://docs.solabs.com/hc/en-us/articles/360042045953-SOLABS-QM10-Document-Ownership

Use of Due Dates for Document Workflows:  https://docs.solabs.com/hc/en-us/articles/360052748634-Setting-Due-Dates-on-Document-Workflows

Creating a Document: https://docs.solabs.com/hc/en-us/articles/360041571734-SOLABS-QM10-Creating-a-Document 

Creating Documents with Auto-populate Feature: https://docs.solabs.com/hc/en-us/articles/360057988133-Creating-a-Document-with-the-Auto-populate-fields-from-Function-What-is-this-doing-

Document Upload: https://solabs.zendesk.com/hc/article_attachments/4411707187863/SOLABS_QM_Document_Upload.pdf

Revising a Document: https://docs.solabs.com/hc/en-us/articles/360041573174-SOLABS-QM10-Revising-a-Document

Use of the Cosmetic Change Option: https://docs.solabs.com/hc/en-us/articles/360061817534-Use-of-the-Cosmetic-Change-Option-When-Revising-Documents

Document Review Cycle: https://docs.solabs.com/hc/en-us/articles/360042045013-SOLABS-QM10-Document-Review-Cycle

Documents Back from Review Cycle with Comments: https://docs.solabs.com/hc/en-us/articles/360050192013-Details-on-Back-From-Review-Documents

Document Compare File: https://docs.solabs.com/hc/en-us/articles/360042044313-SOLABS-QM10-Compare-File-Feature-with-MS-Word

Modify Document Location: https://docs.solabs.com/hc/en-us/articles/360042044353-SOLABS-QM10-Modify-Document-Location

Changing the Effective Date of Approved Documents: https://docs.solabs.com/hc/en-us/articles/360043724254-Changing-the-effective-date-of-approved-documents-in-QM10-8

PDF Rendering Configuration: https://docs.solabs.com/hc/en-us/articles/360055262633-PDF-Rendering-Configuration

Creating PDF Rendering Templates: https://docs.solabs.com/hc/en-us/articles/360057011594-How-Can-I-Set-PDF-Rendering-Template-for-Specific-Document-Types-

Superseding a Document: https://docs.solabs.com/hc/en-us/articles/360042644853-SOLABS-QM10-Superseding-Documents

Retiring a Document: https://docs.solabs.com/hc/en-us/articles/360041574034-SOLABS-QM10-Retire-a-Document

Accessing Metadata for a Superseded or Retired document:  https://docs.solabs.com/hc/en-us/articles/360054593334-Can-I-see-the-Metadata-of-the-Superseded-Version-of-a-Document-

Document Periodic Review Cycles: https://docs.solabs.com/hc/en-us/articles/360047022933-SOLABS-QM10-Document-Periodic-Review-Cycles

Hidden Folders and Documents: https://docs.solabs.com/hc/en-us/articles/360057818073-What-are-the-Hidden-Folders-in-the-Document-Treeview-

Document Inventory Reports: https://docs.solabs.com/hc/en-us/articles/360043216514-SSRS-Document-Inventory-Reports

Video: Settings/Changing Document Folder Location: https://www.youtube.com/watch?v=gb4-PK9W_lU