# Document Management System (DMS)

## Overview

Unifize DMS ensures everyone is always working with the most current, approved version of every critical document—without spreadsheets, email chains, or file confusion. It keeps teams aligned and compliant by tightly connecting document control, change implementation, and training within one traceable platform.

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## Key Features and Benefits

Each feature in Unifize DMS is designed to drive a measurable outcome. This table maps core capabilities directly to the operational and compliance benefits they deliver, so you know exactly what you’re getting and why it matters.

<table><thead><tr><th valign="top">Feature</th><th valign="top">Benefit</th><th data-hidden></th></tr></thead><tbody><tr><td valign="top">Enforces 21 CFR Part 11-compliant eSignatures</td><td valign="top">Ensures regulatory compliance for all approvals</td><td></td></tr><tr><td valign="top">Auto-triggers training on document release or revision</td><td valign="top">Keeps teams trained on the latest SOPs, policies, and other controlled documents automatically</td><td></td></tr><tr><td valign="top">Lifecycle-controlled access and editability</td><td valign="top">Prevents unauthorized edits and controls visibility</td><td></td></tr><tr><td valign="top">Complete audit trail on every record</td><td valign="top">Reduces audit prep time and proves accountability instantly</td><td></td></tr><tr><td valign="top">Linked record traceability across documents, changes, and training</td><td valign="top">Enables end-to-end visibility and impact analysis</td><td></td></tr><tr><td valign="top">Integrates with existing systems of record, like SharePoint</td><td valign="top">Enhances existing repositories by adding compliance, traceability, and workflows</td><td></td></tr></tbody></table>

## Included Modules

Unifize DMS is built around three tightly integrated modules. Each one tackles a distinct part of the compliance cycle—documents, changes, and training—while working together to deliver complete traceability and control.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="document-management-system-dms/document-management">Document Management</a></td><td><em>Author, approve, and version critical documents</em></td></tr><tr><td><a href="document-management-system-dms/change-control">Change Control</a></td><td><em>Initiate and execute controlled changes with task accountability</em></td></tr><tr><td><a href="document-management-system-dms/training-management">Training Management</a></td><td><em>Assign, track, and verify training on SOPs, policies, and other controlled documents</em></td></tr></tbody></table>

## Licenses and Entitlements

Unifize uses a tiered licensing model to match user capabilities with their responsibilities. From full administrative control to view-only access, each license type ensures users have the necessary capabilities without compromising control or compliance.

<table><thead><tr><th width="162.07421875"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td><strong>Full</strong></td><td>Grants the ability to create, edit, approve, and configure processes and records</td><td></td></tr><tr><td><strong>Limited</strong></td><td>Allows task execution and participation in assigned records and reviews without final approval rights</td><td></td></tr><tr><td><strong>Free</strong></td><td>Read-only or checklist-contributor access for training, audits, and external collaborators</td><td></td></tr></tbody></table>
