> 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/document-management-system-dms/document-management.md).

# Document Management

## Overview

Unifize’s Document Management module brings order and compliance to your controlled documents. From drafting to approval to retrieval, every SOP, policy, or record is traceable, versioned, and audit-ready—without spreadsheets or email threads.

{% @arcade/embed flowId="Gkt6rUPzMRLn3WfJujsf" url="<https://app.arcade.software/share/Gkt6rUPzMRLn3WfJujsf>" %}

## Key Features and Benefits

Each feature in Document Management is designed to enforce control, maintain compliance, and simplify collaboration across departments.

<table><thead><tr><th>Feature</th><th>Benefit</th><th data-hidden></th></tr></thead><tbody><tr><td>Centralized repository for controlled documents</td><td>Ensures all critical content is accessible, current, and version-controlled</td><td></td></tr><tr><td>Periodic and ad hoc review scheduling</td><td>Keeps SOPs, policies, and other controlled documents aligned with regulatory requirements</td><td></td></tr><tr><td>Lifecycle-controlled permissions</td><td>Locks down editing rights and visibility based on status</td><td></td></tr><tr><td>Live audit trail on every document</td><td>Proves ownership, changes, and approvals in one click</td><td></td></tr><tr><td>Document classification and template references</td><td>Standardizes documentation and drives automation logic</td><td></td></tr><tr><td>Linked training triggers from document updates</td><td>Automatically notifies relevant users to retrain on revisions</td><td></td></tr></tbody></table>

## Included Processes

Unifize Document Management is powered by core processes that manage the lifecycle, context, and classification of controlled documents.

<table><thead><tr><th>Process</th><th>What it does</th><th data-hidden></th></tr></thead><tbody><tr><td><strong>Document</strong></td><td>Stores metadata and files; manages versioning and lifecycle</td><td></td></tr><tr><td><strong>Document Review</strong></td><td>Tracks periodic and event-driven review cycles</td><td></td></tr><tr><td><strong>Type of Document</strong></td><td>Maintains classification references for filtering and training logic</td><td></td></tr><tr><td><strong>Template</strong></td><td>Houses approved templates to drive document standardization</td><td></td></tr></tbody></table>

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