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An effective document management program requires: Ability to categorize and easily search for documents Tiered access levels for viewing and updating documents R evision control for on-going updates by multiple users

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  1. An effective document management program requires: • Ability to categorize and easily search for documents • Tiered access levels for viewing and updating documents • Revision control for on-going updates by multiple users • Ability to communicate and showcase documentation for simple one-click access The Gensuite Document Manager application was developed in 2012 to meet precisely these process needs! Did you know? Document control is essential to ensuring that up-to-date policies and procedures are used throughout the organization. Use of out-of-date documents can have a significant impact on compliance! Many organizations struggle with making current documentation easily accessible to all users in a centralized, searchable repository. Effective management of documentation saves time and reduces frustration when trying to find information!

  2. More Information? Just check out Gensuite Help Me!… • Click Help Me! from Gensuite Home for more information on Document Manager or any other Gensuite app! • Ready to get started? Check the Quick Start Guide. • Click on the Help Me link • Click on the link for the New User Guide • Keyword search Answer Wizard for common questions • Click Need Training for upcoming training! Document Manager Functionality • Establish document “collections” with configurable permissions to differentiate document access needs between functions (i.e. EHS vs. HR vs. Quality). • Upload an unlimited number of documents in a variety of file formats/extensions • Check-in / Check-out documents to manage updates • View a complete history of file updates & access, including version tracking • Access quick links to recently viewed files & folders & search navigation • Optional feature: upgrade specific application attachment functionality to utilize a Document Manager collection for enhanced attachment management (i.e. Profiler, Framework Scorecard, etc.)

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