Documents

Documents contain physical files or hard copies. Hard copies can be attached to a document revision. A document is a logical entity if no hard copies are attached to the document and is used to group other documents.

You can use the library to classify the documents. Documents are identified by a document ID and a document type. Two documents with different document types can have the same document ID. Based on the system configuration, the document ID is generated automatically by the mask or is specified by the user. The user privilege as defined in system configuration determine the actions various types of users can perform on documents and on revision system . The system to control revisions makes use of document type and document ID combination .

When you create a new document , the first document revision is automatically created. The document revision enables the user to process a document throughout the doucment's lifecycle. After a document completes the document lifecycle, the document is stored in a vault system and is approved by the relevant authority.

The document life cycle is of the following two types:

  • Standard Life Cycle: Documents are submitted and approved before they can be released. The standard procedure is frequently used in case of engineering documents. Document management committee consists of reviewers, is used to review and approve the documents in a systematic manner.
  • Quick Release Life Cycle: The light documents undergo Quick Release Life Cycle. These documents are line of business (LOB) and other non-engineering documents .