Managed Document features

Managed Documents is a lightweight, ITIL-based solution for creating and managing electronic documents within your instance.

This application adds a layer of control around any document by providing workflow, storage, security, and categorization options. It can be used for a variety of internal documents, such as policies and procedures, compliance documentation, and knowledge articles. Because it is integrated within the instance, Managed Documents offers a seamless alternative to 3rd-party systems.

Tableau 1. Features

Feature	Description
Check-in/Check-out	Track revisions, approval history, and automated notifications for approvers and reviewers. Useful for compliance and risk authors, policy and procedure writers, and contract administrators.
Categorization	Classify documents for organization and search.
Access control	Share documents with selected users.
Revision control	Track changes to documents.
Digital signature for approval	Integration with the Approval with E-Signature plugin.
Workflow	Support consistent content review and approval.
Security	Use high security setting.

• Managed Document concepts
  The following concepts explain Managed Documents: Managed Document, Document Collection, Document Revisions, and Document Parameters.
• Defining Document Workflow
  In the base system, all managed documents use the Managed Documents workflow after the Active check box is selected.
• Defining Document Parameters
  Before using the Managed Documents application, the user with the document_management_admin role needs to set the parameters that define the kinds of documents to be managed through the application. Managed Documents provides both base and custom parameter options.
• Domain separation and Managed Documents
  Domain separation is unsupported in Managed Documents. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.