Help Centre workspace

Policy & Document Management

Create, approve, publish, distribute, acknowledge, review and version policies and other governed document types.

Start with the workflow

From first draft to governed publication and review

Document-type capabilities determine which records require approval, publication, acknowledgement, quizzes, group targeting, external linking and review cycles.

1
Create

Choose the document type, author content, upload a PDF or maintain an external reference where supported.

2
Approve

Submit for approval, respond to changes and preserve the decision trail.

3
Publish

Choose the audience, satisfy quiz requirements and publish now or schedule.

4
Acknowledge

Track version-specific reading and quiz completion where applicable.

5
Review

Create a review draft, approve the revision and preserve version history.

Core workflows

Work with governed Policies and documents

Follow the document lifecycle using the guide that matches your task.

Important operating rules

Document behaviour is capability-driven

Not every document type follows exactly the same path. Administrators configure the active document types and the capabilities each type supports.

  • Approval and publication are separate lifecycle decisions.
  • Quiz requirements apply only to document types configured to support them.
  • Reading and quiz completion are tracked against the relevant document version.
  • External or integrated documents can be represented separately from internally managed files where supported.