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Document Lifecycle

What is a document lifecycle?

In Quality Manager, each document follows a structured path from its creation to its archival. This lifecycle ensures traceability, compliance, and quality of your documents.

Lifecycle stages

Here are the different stages a document can go through in Quality Manager:

Creation

Everything starts here: you create a new document by entering its essential information (title, type, content, etc.).

How to create a document

Implementation

Once validated and approved, the document becomes active and applicable in your organization. It is then accessible to the relevant users.

How to implement a document

Document audit: To maintain the validity of applicable documents, see the Document audit section which explains how to extend a document's validity without revising it.

Revision

When a document requires an update (regulatory change, process improvement, correction...), it enters the revision phase.

Archival

When a document is no longer active (replaced by a new version or has become obsolete), it is archived while remaining accessible for consultation.

How to archive a document

History

At any time, view the complete history of a document to track all modifications and actions performed.

How to view the history

Need help?

Consult the detailed guides above for each stage. Each page explains step by step how to perform the necessary actions.


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