Summer 2026 Help

Changing Secondary Format to Manual

Purpose

As a Document Owner, you can set the Secondary Format to Manual to apply secondary formatting only when needed. This option gives you direct control over when the format updates occur.

Prerequisites


Installation Package: CQ Core

Product: QualityQuest

Function: Controlled Documents, Template Documents, and Courses

User Profile: Standard User

Permissions: CQ Base User PSG and CQ Document Owner PSG

Record Status: Draft


Steps

  1. Open the Controlled Document record.

  2. Click the Pencil for Secondary Format under the Content section.

  3. Select Manual for Secondary Format.

⚠️

Caution: Changing Secondary Format to Manual disables the Document Auto Sync Cover Page, Header/Footer, and Watermark capabilities.

  1. Select or Upload the file to be used as Secondary Content.

  2. Click Save.

Example

image-20251217-184311.png

Expected Outcome

  • Secondary Format displays as Manual.

  • The Secondary Format Setting has now been set, and two Controlled Document Files now exist for Viewing and Download.

  • When the Secondary Content has been added, a View link will display.


Additional Resources

ComplianceQuest


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