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Document Control

Manage controlled documents with version control, review workflows, and audit trails.

Overview

Document Control manages your organisation's SOPs, work instructions, policies, forms, specifications, and manuals. Every document has a unique reference (e.g. DOC-0001), version history, and approval workflow.

Document Categories

  • SOP — Standard Operating Procedures
  • Work Instruction — step-by-step task guides
  • Policy — organisational policy statements
  • Form — blank templates and checklists
  • Specification — product or material specifications
  • Manual — quality management system manuals

Revision Management

When you update a document, upload a new revision. Each revision records the revision number, change description, who uploaded it, and when. Previous revisions are retained.

Review & Approval Lifecycle

  1. Draft — being written or revised
  2. In Review — submitted for approval
  3. Approved — reviewed and signed off
  4. Effective — active and in use
  5. Superseded — replaced by a newer version
  6. Obsolete — withdrawn from use

The creator cannot approve their own document (separation of duties).

Linking to CAPAs and Training

Documents can be linked to CAPAs and to training requirements (e.g. "all Quality Engineers must review DOC-0002 annually").