How to add documents?

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

Add documents directly from the Document Catalog

1-Enter the "System Settings" by clicking on the gear icon located in the top right corner.

2- 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.

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 enter all the requested information.

5- Select the type of document.

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

6- 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.

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.

7- 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.

8. If the document is a record, select "type of document record" box and mor fields will open to fill out:

      8.1 Record retrieval

      8.2 Record storage relationship permissions

      8.3 Approval of completed record

9- Select the users who will have access to the document.

10- Click on "save" and the document will be registered and can be viewed in the "document viewer" and "record store" (if applicable).

2.- Add documents that go through review and approval before being discharged

1. Enter the "Control of Documents" module.
2. Click on the first step of the flow called "submit request" and select the option "add new document" from the list of requests that appear.
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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