Document Management

Module

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.

Key Features and Benefits

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

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

Included Processes

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

Process	What it does
Document	Stores metadata and files; manages versioning and lifecycle
Document Review	Tracks periodic and event-driven review cycles
Type of Document	Maintains classification references for filtering and training logic
Template	Houses approved templates to drive document standardization

Role Permissions

Different users interact with documents in various ways. This matrix outlines the capabilities and limitations of each license tier within the Document Management module, ensuring that creators, reviewers, and consumers have the appropriate level of access without compromising control.

Action	Full	Limited	Free
View approved documents	✅	✅	✅
Create new documents	✅	✅	❌
Edit drafts or revisions	✅	❌	❌
Participate in document reviews	✅	✅	❌
Submit documents for review	✅	✅	❌
Approve documents	✅	❌	❌
Manage lifecycle and versioning	✅	❌	❌
Attach files and images	✅	✅	✅
Update checklist metadata	✅	✅	✅
Comment on documents	✅	✅	✅
Retrieve documents for audits	✅	✅	✅

Licenses and Entitlements

Each license tier ensures that contributors and consumers interact with documents at the right level of control.

Full	Create, edit, approve, and manage documents and reviews
Limited	Review and comment, but cannot approve or publish
Free	View approved documents and complete assigned training