Folders and document types
Organise documents in nested folders and classify them with custom document types, so the library follows your structure.
Document management and control
Document control without the shared-drive guesswork
Keep policies, procedures, forms and evidence in one controlled library. Every document has a type, a current version, a change log and an access setting, so teams know what is current and reviewers know where it came from.
The document library
One place for the current version and the history behind it
Replace the shared drive, the email attachment and the question about which revision is current.
Version control
Upload a new version with a version number and change note. The current version is marked and previous versions remain in the history.
Change logs
Record what changed in each version and keep the upload date, uploader and file details with the record.
Access and scope
Keep the library scoped by site, control app actions with role permissions, and use the public flag to identify documents intended for wider use.
Preview and download
Preview supported PDF, Office, image and text files in the browser, or download the file when you need it.
Library reporting
See total documents, folders, approved and in-review counts, and review each document's version history.
The right version, first time
A controlled library, not a folder of attachments
A procedure is updated. The new version is uploaded with a version number and a change note, and the previous version stays in the history.
A team member opens the document and sees the current version. Site assignments scope the library and role permissions control what users can manage, while the record keeps the uploader, date and change history.
- Current version clearly marked
- Change note recorded for each version
- Site-scoped access with role permissions
How it works
Create, classify, revise and control
A simple library that keeps the current version obvious and the history available.
01
Create
Add the document record and upload the first file.
02
Classify
Choose the folder and document type, then set the public flag.
03
Revise
Upload a new version with a version number and change note.
04
Control
Review the current version, history and document activity.
FAQ
Document management and control: frequently asked questions
Can we control document versions?
Yes. Each document has a version history, and a new upload can include a version number and a change note. The current version is marked.
Can we restrict access?
The library is scoped by site assignments, and app-level role permissions control who can view or manage documents. A document can also be marked public.
Can we preview documents without downloading?
Supported PDF, Office, image and text files can be previewed in the browser. Other file types can be downloaded or opened in a new tab.
Can we track change logs?
Yes. Each version can record what changed, who uploaded it and when.
Is there an audit trail for documents?
Each version records who uploaded it, when and the change note, so the document has its own version history.
Does it replace our quality management system?
No. InspecOps is a QHSE operating system that includes document control. It can hold the controlled documents and records that support your quality system, but it is not a certification.
Keep exploring
Ready to see Document management and control in action?
Bring one of your own checklists, permits or risk assessments. We will show you how it works in InspecOps in 30 minutes.