Details
Name, Version, State
Document Name will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Document Version # will have a minor version appended to it, but will still remain the same major version number. For example, a document that was Version 1 in the earlier documents module will appear as Version 1.0 in the All New Documents Module.
Document State will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Doc ID, Key ID
Doc ID will no longer be visible from the View/Edit Document screen in the All New Documents Module. In order to view this information, you will have to visit the Full Table.
Key ID will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Authors
Author will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Uploaded File, Downloading, and Viewing the File
The Uploaded File will appear in the All New Documents Module as they are in the earlier version of the Documents module.
You will be able to Download the uploaded file as you could, see below for more information on Document Security settings. The Download icon has moved to the right hand navigate pane in the All New Documents Module.
You will be able to View the File as you could in the All New Documents Module. Please refer to the [LINK HERE] for how permissions are being mapped. The View icon is now longer there and the document is automatically viewable in the left hand side of the screen.
Category
Categories will appear in the All New Documents Module as they are in the earlier version of the Documents module.
PDF Header with Document Data
PDF Header with Document Data will appear in the All New Documents Module as they are in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Document Security
Document Security will appear in the All New Documents Module as they are in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Effective Date
Effective Date will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Training settings
Immediate Retraining Required will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Automatically create training records for authors/workflow participants will appear in the All New Documents Module as they are in the earlier version of the Documents module.
User Retraining Interval will appear in the All New Documents Module as they are in the earlier version of the Documents module.
There are new permissions associated with editing all of these fields, please refer to Document Category Permissions Overview.
Document Review Interval
Document Review Interval will appear in the All New Documents Module as they are in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Document Description
Description will appear in the All New Documents Module as they are in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Version Comments
Version Comments will appear in the All New Documents Module as they are in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Custom Fields
Existing document custom fields will automatically be mapped over to Account Custom Fields, and will appear in your existing documents exactly as they appear in the earlier version of the Documents module. There are new permissions associated with editing this field, please refer to Document Category Permissions Overview.
Links
Links will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Comments
Comments will automatically appear in the Chat Log as they do in the earlier version of the Document module.
Training
Manage Assigned Users/Roles
Assigned roles and users will appear in the All New Documents Module in the Manage Assigned Trainees tab of the Training slider exactly as they appear in the earlier version of the Documents module.
Training Challenge Questions
Assigned roles and users will appear in the All New Documents Module in the Training Challenge Questions tab of the Training slider exactly as they appear in the earlier version of the Documents module.
Workflows/Signatures
Workflows/Signatures will appear in the All New Documents Module in the Workflows / E-Signatures History slider exactly as they appear in the earlier version of the Documents module.
Controlled Copies
Controlled Copies will appear in the All New Documents Module as they are in the earlier version of the Documents module.
Comments
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