Introduction to Documents Module (Web)

The Documents module of Q-Pulse Web lets you access all the documents you require to do your job, as well as commonly-performed tasks in the module. The web Documents module has been streamlined to make it easier to use. This means that you cannot perform all the tasks that you can do in the Windows version of Q-Pulse. For more information, consult the table at the end of this topic. .

In the Documents section of the Web Help, you will find the following topics:

• Viewing Documents - including the documents details view and its different sections, approval history and related documents.
• Approving / Commenting on Draft Documents - including how to approve / reject documents, as well as add comments (e.g. if you are not an approver).
• Adding and Completing Actions - including when actions can be added and / or completed.
• Acknowledging Documents - how to acknowledge active documents.
• Adding / Editing Change Requests - how to raise change requests against active documents.

- For more information on the document lifecycle, please consult the Q-Pulse Windows help file.

What tasks can / can't be performed in Q-Pulse Web - Documents module?

Can be performed	- Can't be performed
Approving / commenting on draft documents	Creating draft or active documents
Adding actions to draft / draft approved documents	Revising documents
Completing actions	Deleting / deactivating documents
Adding and editing change requests	Sending documents for approval
Use Electronic Signatures when completing actions, approving or acknowledging	Adding copyholders to documents or viewing copyholders
Acknowledging documents	Reviewing documents
	Editing copyholder / approval templates / document types