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Document fields

Identity

Section titled “Identity”
FieldRequiredNotes
TitleYesWhat the document is.
DescriptionNoFree text.
CategoryYesLookup. Defaults: Policy, Procedure, SDS, Form/Template, Certificate, Diagram.
TagsNoFree-text tags for cross-cutting search.

File

Section titled “File”
FieldRequiredNotes
Current fileYesThe active version.
VersionsAutoOld versions, accessible from the Versions tab.

Linked records

Section titled “Linked records”
TabHolds
VersionsOld uploads with version notes, uploader, and timestamps.
RelatedCross-links to entities the document supports.
LogAudit history.

Audit

Section titled “Audit”
FieldSet byNotes
Created / ModifiedSystemSnapshots.

See also

Section titled “See also”