Getting Started 
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Webinars Common Changes
Workflow ‘Doc Control’ status: Add a status after Final Draft for Document Control. Using it to verify the content of the record. ‘QA Approval’ status: Add an additional status for QA Approval, the participants list of this status will be limited to QA group members alone. Automatic Move to Effective based on requested conditions. Two […]
Training Certificate
Overview Every training task completed by a user that requires a quiz for completion is captured as a training certificate. The training certificate is unique for every controlled document/training material and a specific user. Every time a user retakes the quiz, whether it is due to retraining or to try and pass a failed quiz, […]
Controlled Copies
Overview Controlled Copies help create secure, trackable document copies with unique details such as expiration dates and issuance reasons, making document management more efficient and confidential. It streamlines archives and safely shares information with external partners, such as suppliers.With unique numbers for each copy and controlled access, it ensures up-to-date documents are only accessible to […]
Document Review
Overview If the document is already in an “Effective” status and you wish to make changes, you would initiate a revision process. This involves creating a new version of the document, where you can implement the desired changes. This process ensures that the document’s history and integrity are maintained, and that all modifications are properly […]
Training Settings
Overview A training task designed to improve the skills and knowledge of employees, guaranteeing they understand important procedures and information regarding the document. https://support.simploud.com/wp-content/uploads/2025/10/Training-Settings-V2.mp4Owners can assign users to receive tasks automatically (training, read & understand) based on the workflow status they decide. Creating Training Task 1. Activate the training creation. 2. Choose the initiation status […]
PDF Rendition
Overview PDF renditions play a pivotal role in ensuring documents are consistent, secure, and universally accessible, additionally they serve as the primary metadata source for the document record. When the document moves to the Document Approval stage, a PDF rendition is automatically generated. This step ensures that the document’s format is preserved, making it ready […]
Document Check In
Overview In Simploud, the check-in procedure is a crucial step in the document management workflow.This action signals that the document has been uploaded to the record and is now ready for review and approval, allowing tracking of its progress through the workflow statuses./wp-content/uploads/2025/10/Uploading-Edit-Document-Check-In-V3.mp4 Upload & Edit 1. Select the “Upload Files” button, choose the file […]
Document Collaboration
Microsoft SharePoint Simploud enables seamless integration of your Office 365 collaboration tool with the Controlled Documents workflow. Prerequisites: A paid Office 365 account dedicated to hosting the files. Both the Record Owner and the reviewers must have paid Office 365 accounts. /wp-content/uploads/2025/10/Uploading-Edit-Document-SharePoint-V3.mp4 Recorded Webinar about Document Collaboration https://support.simploud.com/wp-content/uploads/2025/10/GMT20250121-153034_Recording_1920x1080.mp4 Upload & Edit 1. Select the “Upload […]
Workflow Step By Step
Workflow Transition Document workflow transition involves the comprehensive journey a document undertakes within an organization, from its initial drafting and subsequent approval to becoming effective.This page provides a brief overview of the various stages in the document workflow and guides you through the transition steps./wp-content/uploads/2025/10/Workflow-Transition-V3.mp4 Workflow Steps Draft The record owner must either check in […]
Document Record Page
Overview When a new Controlled Document is initiated, a dedicated record page is created to outline all the essential metadata associated with the document.This metadata includes details such as the document’s creation date, owner, review dates, approval status, and next review date. The record page also tracks revisions, version history, and any changes made to […]