How to Enable Controlled Documents

By default, this feature is enabled for Company Policy Organizer only. It applies to the attachments within the organizer. There are two ways to activate controlled documents for a specific:

1. Organizer: Add the Organizer within the Policy Settings.
2. Activate it directly in the Organizer Settings using the steps below

How to Enable Controlled Documents

To turn on controlled documentation for a specific Organizer, follow these steps:

1. Go to Organizer Settings.Select the Attachments tab.
2. Click on "Use controlled documentation" below the folder creation options.C
3. Click the Settings button, configure your preferences, and click Save.
4. You can now exit the settings menu; your controlled documentation is active.

NOTE: Administrators can enable the Controlled Documents feature for each Organizer individually.

How to Turn Controlled Documents Off

• If you need to disable this feature, simply toggle the button to NO.

Note: Once disabled, workflow phases (such as Draft or Archived) will no longer be tracked, and only standard active attachments will remain visible within the Organizer.