Documents and Document Folders

Documents are uploaded to CMO for users to reference policies, instruction manuals, and as attachments for Events, Actions, and Obligations. This guide details how to create and manage documents and document folder structures. Both Administrators and end users can create, edit, and upload documents if their role permissions are configured to do so.

Each user's role must be configured to allow them to create, view, edit, and delete documents and document folders. Ensure the Document-related Role Permissions and Business Rules are configured to allow users (roles) to perform respective document tasks.

The articles below detail various processes with creating, editing, and managing documents and folder structures.