Manage versioned, approved documents

EDM keeps documents (procedures, forms, contracts) in one controlled place with version control and approvals — so everyone uses the latest correct version.

Store & classify

1. Go to Documents → Folders and create a structure by department/type.
2. Upload documents and tag them so they're easy to find.
3. Assign a document owner responsible for keeping it up to date.

Versions & approval

Each edit creates a new version; the old one is kept for traceability. Important documents go through an approval flow before release, and only the approved version is shown as 'effective'.

Permissions

Grant view/edit permissions by role and department — sharing the same RBAC as the other modules, so sensitive documents don't leak outside their scope.