How to add documents?

There are two ways to add documents in QUALITYWEB 360®:

1.- Add documents directly from the Document CatalogEnter the "System Settings" by clicking on the gear icon located in the top right corner.

1. Enter the "Document Catalog," where you'll see a list of all currently registered documents; you can delete them and access each one to view or edit its information.
2. To add a new one, click on "New."
3. 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 enter all the requested information.
4. Select the type of document.
5. To upload the file, click on this window or drag the file directly into it, and QUALITYWEB 360® will automatically convert the file to PDF format so it cannot be modified.
6. Assign all the restrictions the document will have, such as reading and printing, and if you want it to be available for users to download in its original format.
7. If the document is a record, select the last option and enter the information for record retrieval.
8. Select the users who will have access to the document.
9. Click on "Save," and the document will be registered. You can view it in the "document viewer" and in the record store (if you have selected the "record" checkbox).
   

This list can serve as the "master list of documents."

You can edit the "document types" from the dropdown lists.

The file must be uploaded in its original format such as: .doc, .xls, .ppt, etc.

You can see the PDF conversion performed to modify the file if necessary in the preview option.

2.- 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, and a screen will appear similar 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 "review" and "approval" process. If the document is accepted, you will be able to view it in the "document viewer."
   

Recommendations to ensure a correct conversion of your documents

- In text editors, avoid using the “Enter” too much to go to another page, insert a page break instead.

- In text editors, place the flow charts as an image or set the forms that are used.

- In text editors, avoid inserting tables and use spreadsheets instead.

- In spreadsheets, avoid taking the margins as references and instead adjust the print area 1 by 1

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