Access Document Control under Process in the navigation bar.
Note: This video was created using V1.25.13. Enzyme is updated weekly so some elements may change.
Here you will see the Document Control Module.
On the left you will see all of the folders. Once a document in selected, on the right is where you will see all of its information.
Select the folder in which you are interested and then select the document.
Each document has four tabs - Effective Version, Draft Version, Version History and Change History. Once a document has been approved (has effective version), you will also see the Preview and Redlines tabs, if there are any.
The Effective Version tab displays:
- (Document) Title
- (Document) Type
- (Document) Number
- Native Format
- Version Number
- Training Quiz
- Effective Date
- Approved On
- Associated Products
All users (except viewers) can also check out, edit metadata, upload a new revision or obsolete the document. You can also download the current effective version of the document.
When you check out a document, it is not available to other users to edit. Others will see that the document is checked out (they will see a lock on it).
Only you (as the person who checked it out) and Quality Owners can check it back in.
In the Draft Version tab you will see information about the latest draft of the document and its version number. You can download the draft's native version.
You can checkout, edit metadata, upload a new revision or obsolete the document.
The Version History tab displays details about the current and previous versions of the document, including each version’s set of attachments, redlines and the change request it's associated with. For each version, you can download both the native version and the pdf. If you have your Google Drive account link to your user profile, you can download the document to your Google Drive as well.
There is also a toggle to Show prior draft versions to view all previous draft versions.
The Change History tab allows you to view the full history of the document. You can see all the changes and the approval history of the document.
The Preview tab displays a preview of the released (approved) document.
The Redlines tab displays redlines between either the current draft and the most recent effective version, or if there is no current draft, the current effective version vs. the previous effective version.
You can then take appropriate action on the document such as uploading a new revision, obsoleting it etc.
If you have any questions, you can reach us through the in-app chat or email us at firstname.lastname@example.org.