Controlled Documents

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The Controlled Documents feature in our software is designed to provide organizations with a centralized platform for uploading and managing important documents. With this feature, organizations can upload any type of document, from internal policies and procedures to external contracts and agreements, and make it available for everyone in the organization to access.

One of the key benefits of the Controlled Documents feature is that it helps organizations maintain the latest version of each document. When changes are made to a document, users are prompted to provide a reason for the change, and the previous versions of the document are also stored, allowing you to view and compare changes over time. This ensures that everyone in the organization has access to the most up-to-date version of each document, while still being able to see how the document has evolved over time.

To use the Controlled Documents feature, simply navigate to the “Controlled Documents” section of the software and follow the steps to upload a document. The document will then be added to the list of available documents, and can be easily accessed by anyone in the organization. By using this feature, organizations can ensure that their important documents are stored in a secure and easily accessible location, and that everyone in the organization is working from the same information.

To View Controlled Documents

To Add a Controlled Document

  • Navigate to
  • Click “RESOURCES”
  • Click “Controlled Documents”
  • Select an existing folder or click ‘Add Folder’ to create a new one.
  • Click this image to select a file to upload. Alternatively, you can drag and drop a file onto this image.
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Controlled Documents

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