Using Document Management Release version: Zurich Updated July 31, 2025 1 minute to readUse Document Management to easily upload, retrive, share, publish, and delete documents. Document repositoryIn the Document Management application, you can create, view, update, share documents in the document repository. When new documents are created, they’re placed into a record with metadata such as name, description, type, and so on. The record contains all the versions of the document so you can track and update the documents.Document approval and publish processA reviewer approves or rejects the document. A document can have multiple reviewers. During the approval process, the approver approves or rejects the document. A document goes through the approval process after the review process. A document is published after the review and approval process.Digital signature for PDF documents using CAC or PIV smart cardsUse digital signatures to make the document signing experience seamless and to eliminate manual intervention by using your Personal Identity Verification (PIV) or Common Access Card (CAC) smart card.Document referencesReferences are used for linking a document record to other records, which can be any other table or record on the platform.Linking documents to a parent recordDocuments can be linked to records referred to as "parent records." You can create a document version and reference it through a parent record. You can also view, edit, download, or delete document references in the parent record.Document Management listsLists are a collection of template documents you can use to create documents that are linked to other target records. Only users with the admin role can access lists.Document attachments in an activity streamInclude documents in activity streams to include and track updates on attached documents to any record.Redact sensitive data from documentsManually mask sensitive content or data from your PDF documents. Data redaction is available in configurable workspaces.Document Management integration with external content providersIntegrate Document Management with external cloud providers for editing, sharing, and collaborating over documents for Core UI.
Using Document Management Release version: Zurich Updated July 31, 2025 1 minute to readUse Document Management to easily upload, retrive, share, publish, and delete documents. Document repositoryIn the Document Management application, you can create, view, update, share documents in the document repository. When new documents are created, they’re placed into a record with metadata such as name, description, type, and so on. The record contains all the versions of the document so you can track and update the documents.Document approval and publish processA reviewer approves or rejects the document. A document can have multiple reviewers. During the approval process, the approver approves or rejects the document. A document goes through the approval process after the review process. A document is published after the review and approval process.Digital signature for PDF documents using CAC or PIV smart cardsUse digital signatures to make the document signing experience seamless and to eliminate manual intervention by using your Personal Identity Verification (PIV) or Common Access Card (CAC) smart card.Document referencesReferences are used for linking a document record to other records, which can be any other table or record on the platform.Linking documents to a parent recordDocuments can be linked to records referred to as "parent records." You can create a document version and reference it through a parent record. You can also view, edit, download, or delete document references in the parent record.Document Management listsLists are a collection of template documents you can use to create documents that are linked to other target records. Only users with the admin role can access lists.Document attachments in an activity streamInclude documents in activity streams to include and track updates on attached documents to any record.Redact sensitive data from documentsManually mask sensitive content or data from your PDF documents. Data redaction is available in configurable workspaces.Document Management integration with external content providersIntegrate Document Management with external cloud providers for editing, sharing, and collaborating over documents for Core UI.