Working with documents

In this part of the documentation you will find information about how to work with controlled documents and how to use the document wizard to create both controlled documents and standard documents.

Prerequisite: The tenant feature “Controlled documents” must be active for any options regarding controlled documemnts to be available.

Information about admin settings for document managament is found here: Document management

Select section for more information:

• Authoring controlled documents
  • Working with drafts
  • Working with published documents
  • Working with tasks
  • Send a draft for comments
  • Publish - the approval workflow
  • Read and understood - notify and read receipt
  • Related documents
  • Unlocking locked documents
• Controlled documents library settings
• Controlled documents archive
• Reading controlled documents
• Alternative ways of creating controlled documents
• Using the Create new document wizard
• Working with controlled documents in a publishing app