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Document Management Module - Feature Gating per Solver

Use this article to understand what features are gated by which Solver in the Document Management (DM) Module.

Solver: Quality Manual

What it does:

  • Enables document overview
  • Enables document registry
  • Enables document search and linking

Depends on:

  • None

When disabled:

  • Documents are excluded from search
  • Document UI is hidden

Used for:

  • Managing and accessing documentation

 

Solver: Document Control

What it does:

  • Enables document workflows (approval, revision, confirmation)
  • Enables document-related automations and emails
  • Enables Read and Confirm loop

Depends on:

  • Quality Manual 

When disabled:

  • Emails stop
  • Workflows are paused and inaccessible
  • Users will not be able to confirm documents as read

Used for:

  • Managing document lifecycle and compliance

 

Solver: Process Visualization

What it does:

  • Enables home-screen models and visualization tools

Depends on:

  • None

When disabled:

  • Visualization tools are unavailable

Used for:

  • Visualizing processes and workflows

Solver: Training

What it does:

  • Defines, assigns, and tracks role-based training to close competency gaps and maintain compliance.

Depends on:

  • None

When disabled:

  • Training sets are inaccessible and removed from scope

Used for:

  •  Managing training processes 

 

Solver: Compliance Intelligence

What it does:

  • Enables Chat with Your DMS
  • Provides access to Smart Document Rewriter
  • Enables the Compliance Companion

Depends on:

  • Quality Manual

When disabled:

  • None of these AI tools are accessible

Used for:

  • Keeping your organization's documentation accessible and compliant