Overview
Document Accessing and Viewing includes the actions users take to open and read document records and their associated files. Users view the current version, file details, and related information without changing the document’s content or status.
This activity supports correct use of approved documents by giving users visibility into the most recent version. It also helps users confirm document details before performing tasks such as editing, review, or release. If you want, I can also create Task Purposes for viewing, downloading, or navigating document records.
Additional Resources
ComplianceQuest
We Value Your Feedback
To provide feedback or suggestions to improve the help content on this page click here.