Documents User Guide

Documents

Use this guide to understand what the Documents module does, who should operate it, and how to run the basic workflow safely.

Module slug: documents | Menu route: /documents

Purpose and Problem Solved

The Documents module provides a self-contained ERPat workspace for records and workflows owned by this feature. It keeps setup, daily operation, access control, and review activity inside one module boundary.

Replace this starter text with the module-specific business problem, affected users, and expected operational outcome before release.

Beginner Quick Start

1. Enable the module in Settings > Manage Modules or confirm module_documents is active.
2. Grant the base documents permission and any create/update/delete permissions to the right roles.
3. Open the Documents menu at /documents.
4. Create one test record, edit it, view it, and delete it in a training environment.
5. Document any company-specific approval, naming, attachment, or review rules in this guide.

Core Concepts

Standard Operating Procedures

Create a record

1. Search first to avoid duplicates.
2. Enter required fields using approved naming and data standards.
3. Save, reopen, and confirm the row appears correctly in the list.

Review and update a record

1. Open the record and compare it with the latest source information.
2. Update only verified fields and keep notes for material changes.
3. Confirm related users or teams know about changes that affect them.

Close or remove a record

1. Confirm the record is no longer active or was created in error.
2. Use the module's normal delete or status workflow instead of direct database edits.
3. Keep supporting evidence according to company retention policy.

Controls and Review Checklist

• Permissions are granted only to users who need this module.
• Required fields are complete before a record is used in downstream work.
• Duplicates are checked before new records are created.
• Important changes are reviewed by the responsible owner.
• Old or inactive records are archived, closed, or deleted according to policy.

FAQ

Why can I not see the Documents menu?

The module may be disabled, or your role may not have the documents permission.

Should I delete or close a record?

Use the business workflow defined by the module. If a record has real history, closing or archiving is usually safer than deleting.

Who should maintain this guide?

The module owner should update this file whenever the user workflow, permissions, or operating policy changes.