Read a document
Find a published document, read or download it, and see its earlier versions.
Documents
Document Control in ComplereCreate controlled documents from a template, send them through review and signature, publish them and start new versions.
Browse Documents articles
- Overview
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How documents work
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Read a document
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Review and sign
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Can't see or sign
Other modules
Tasks
Do a task
Write and send
Create a document and send it for review.
Review and sign
Sign a document that waits for you, or send it back to Draft with a reason.
Publish and revise
What happens after approval, and how to start the next version.
Something not working?
Lifecycle
Select a status to see who acts there and the article for that step.
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1Created
CreatedStatus 1 of 7
- Who acts
- Authors
- What happens
- The document exists but has no file yet. An author uploads the file and it moves to Draft.
- Signature
- No
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2Draft
DraftStatus 2 of 7
- Who acts
- Authors
- What happens
- The authors sign to send it on to Under Review.
- Signature
- Yes
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3Under Review
Under ReviewStatus 3 of 7
- Who acts
- Reviewers
- What happens
- Sign, or send the document back to Draft with a reason.
- Signature
- Yes
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4Under Signing By Approver
Under Signing By ApproverStatus 4 of 7
- Who acts
- Approvers
- What happens
- Sign.
- Signature
- Yes
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5Under Signing By QA
Under Signing By QAStatus 5 of 7
- Who acts
- QAs
- What happens
- Sign.
- Signature
- Yes
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6Approved Not Published
Approved Not PublishedStatus 6 of 7
- Who acts
- AuthorsReviewersApproversQAs
- What happens
- Every signature is in and the version is a whole number, for example 1.0. Anyone named on the document, or an Administrator or Supervisor, publishes it. No signature.
- Signature
- No
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7Published
PublishedStatus 7 of 7
- Who acts
- AdministratorAuthors
- What happens
- The status button opens the Force Review form for a new version.
- Signature
- Yes
Select a status above to see who acts there.
Other moves
- Send backUnder ReviewUnder Signing By ApproverUnder Signing By QAtoDraftWith a reason, by the Reviewers, Approvers or QAs in their own status. A reviewer's send-back clears every signature on this version, the authors' included.Send a document back to Draft
Published & Substituted is shown on an earlier version when a newer version is published.
Status names and colours as Complere shows them.
The whole workflow, step by step: How a document moves from Created to Published
Who can do what
Who can take the key actions. A status name in a cell means the action is allowed in that status only.
| Your system role | Named on the document | |||||||
|---|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Authors | Reviewers | Approvers | QAs |
| Create a document How to: Create a document from a template | Yes | Yes | Yes | No | Not a role on the document for this action | Not a role on the document for this action | Not a role on the document for this action | Not a role on the document for this action |
| Upload the document file How to: Create a document from a template | No | No | No | No | Created, Draft | No | No | No |
| Sign to send on from Draft How to: Send a document for review | No | No | No | No | Draft | No | No | No |
| Sign in review How to: Review and approve a document | No | No | No | No | No | Under Review | Under Signing By Approver | Under Signing By QA |
| Send back to Draft How to: Send a document back to Draft | No | No | No | No | No | Under Review | Under Signing By Approver | Under Signing By QA |
| Start a new version (Force Review) How to: Start a new version of a document (Force Review) From Published. | Yes | No | No | No | Yes | No | No | No |
Every action, status and role — Document Control: who can do what