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.
Quick Navigation:
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