> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/product-help.md).

# Product Help

- [Document Management System (DMS)](https://docs.unifize.com/product-help/document-management-system-dms.md): Product
- [User Licenses & Permissions](https://docs.unifize.com/product-help/document-management-system-dms/user-licenses-and-permissions.md)
- [Document Management](https://docs.unifize.com/product-help/document-management-system-dms/document-management.md): Module
- [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works.md)
- [How to create a document record](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-create-a-document-record.md): Need to issue a new SOP or work instruction? Start by creating a document record in Unifize. This forms the foundation for controlling your document’s lifecycle, approvals, and training traceability.
- [How to import a document into Unifize](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-import-a-document-into-unifize.md)
- [How to link an existing SharePoint document](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-link-an-existing-sharepoint-document.md)
- [How to manage document versions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-manage-document-versions.md)
- [How to classify documents using tags and types](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-classify-documents-using-tags-and-types.md)
- [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/inclusions.md)
- [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/exclusions.md)
- [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/document-management/key-metrics.md)
- [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/document-management/user-groups.md)
- [Change Control](https://docs.unifize.com/product-help/document-management-system-dms/change-control.md): Module
- [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/change-control/how-it-works.md)
- [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/change-control/inclusions.md)
- [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/change-control/exclusions.md)
- [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/change-control/key-metrics.md)
- [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/change-control/user-groups.md)
- [Training Management](https://docs.unifize.com/product-help/document-management-system-dms/training-management.md): Module
- [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/training-management/how-it-works.md)
- [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/training-management/inclusions.md)
- [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/training-management/exclusions.md)
- [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/training-management/key-metrics.md)
- [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/training-management/user-groups.md)
- [Onboarding Guide](https://docs.unifize.com/product-help/document-management-system-dms/onboarding-guide.md)
- [Troubleshooting Guide](https://docs.unifize.com/product-help/document-management-system-dms/troubleshooting-guide.md)
- [Compliance & Audit Readiness](https://docs.unifize.com/product-help/document-management-system-dms/compliance-and-audit-readiness.md)
- [Validation Guide](https://docs.unifize.com/product-help/document-management-system-dms/validation-guide.md)
- [Advanced AI Features](https://docs.unifize.com/product-help/document-management-system-dms/advanced-ai-features.md)
- [FAQs](https://docs.unifize.com/product-help/document-management-system-dms/faqs.md)


---

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