Episode 44: Document Management in QM10, Part 3: Document Administration

SOLABS QM Insights

The QM Insights podcast show is back on its mission to help SOLABS’ clients to learn from experience.

Today’s episode is Part 3 of our series on how QM10 helps our clients with document management. In this episode, we focus on the tools available to Document Administrators to assist with their document administration needs.

00:41 Introducing today’s guests: Gretchen Dixson and Philippe Gaudreau

01:04 Find previous episodes from this series here: QM Insights Podcast – SOLABS

01:35 Philippe provides a sneak peek of our 10.9 release

04:50 Our support team is currently scheduling the upgrades to the latest version of QM10.

05:34 Gretchen details the tools available for document administrators – Document Types, Document Workflow Templates and PDF Rendering Templates

?? Document Types help you create default “electronic templates” for your various documents

07:01 Document Workflow Templates can be used to easily assign document review/approval tasks if they are often assigned to the same person

07:48 What are the options in terms of default settings for Document Types?

08:51 You can set date fields to allow entry of past dates or only current/future dates depending on your needs

10:28 Clients usually set default folder locations to ensure that their documents are automatically placed in the correct Treeview folder location

12:51 We like to help our clients with initial configuration and ongoing review. Learn more about our Client Success Agreements here: Client Success Assistance - Service Level Agreement – SOLABS

14 :37 Etienne thanks today’s guests & listeners

Find our User Guide Index here: User Guides Index – SOLABS

Contact us at [e-mail]

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