Introduction
Welcome to the training module on how to add a new document to the Artintech Enterprise Resource Planning (ERP) system. This module focuses on the Document Control feature of the Artintech ERP, a comprehensive tool designed to streamline and simplify your organization’s document management process. The Document Control module is applicable across a variety of industries, including supply chain management, quality management, sales and customer relationship management (CRM), and manufacturing. It can be particularly beneficial in sectors that require meticulous document control, such as healthcare, finance, and manufacturing.
To learn more about the Document Control module, visit Artintech’s Document Control page.
Step-by-Step Instructions
Step 1: Accessing Document Control Start on the dashboard of the Artintech ERP system. Scroll down to the Document Control section.
Step 2: Creating a New Document Click on the Document List, then click on New to access new documents.
Step 3: Filling Out Document Information Start filling out your document’s information. This includes the document class, departments, location, title, review frequency, and approval details.
Step 4: Setting Approval Details Set the document to be approved 360 days from now or any other number that is necessary. Specify author, reviewer, and final approver. The final approval should come from someone different from the author and reviewer.
Step 5: Uploading the Document File Access the document file section, where PDF editable files can be uploaded as well as the Word documents.
Step 6: Explaining the Purpose of the Document Explain the purpose of the document and input revision change details.
Step 7: Saving and Sending for Review After saving the file, send it for review. The reviewer will receive a notification to review the document.
By following these steps, you can effectively create, review, and approve documents using the Artintech ERP system. This process not only ensures that your documents are properly vetted before release but also improves efficiency and reduces the risk of errors.For more information and to start streamlining your processes, visit Artintech.
Hashtags #DocumentManagement #ERP #Quality #Software #Artintech
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