There are two ways to add documents in QUALITYWEB 360
Add documents directly from the Document Catalog
1- To enter the "Catalog of Documents" you must click on "Catalogs"
2- Enter the "Catalog of Documents", here you will see a list of all the documents that are currently registered you can delete them, enter each one to see their information or edit it.
Note: This list can serve as "Master Document List"
3- To add a new one click on "New"
4- Indicate who will be the reviewers and approvers in case of a change request, enter the code, select the process to which it belongs and all the requested information.
5- Select the type of the document.
Note: The "Types" can be edited from the drop-down lists.
6- To upload the file you must click on this window or directly drag the file into it and QUALITYWEB 360 will automatically convert the file to PDF format so that it can not be modified.
Note: The file must be uploaded in its original format as: .doc .xls .ppt etc.
Note: You can see the conversion to PDF made to modify the file if necessary.
7- Assign all the restrictions that the document will have as reading and printing and if you want it to be available so that users can download it in its original format.
8- In case the document is a record, select the last option and enter the information to recover the record.
9- Select the users that will have access to the document.
10- Click on "Save" and the document will be registered, you can see it in the "Documental Viewer"
Add documents that go through review and approval before being discharged
1- Enter the "Document Control" module
2- Click on the "Add New Document" button, a screen will be displayed equal to when you register the document from the "Document Catalog"
3- Enter all the information and upload the document according to steps 4 to 9 of the previous guide.
4- Click on "Save" and the document will go through the process of "Review" and "Approval", if the document is accepted you can see it in the "Documental Viewer"