Getting Started with Documents

The Documents module is Vatix's built-in document library and editor for policies, risk assessments, Standard Operating Procedures (SOPs), toolbox talks, and other reference material. 

It keeps authoring, versioning, publishing, and acknowledgement in one place.

What you can do in Documents

• Create and edit documents using the rich-text editor, with support for tables, risk matrices, images, and AI-assisted drafting. Learn more about it in this article.
• Manage versions with automatic version history and the ability to restore previous versions. Learn more about it in this article.
• Publish Documents through a controlled draft-to-publish workflow so changes only go live when you're ready. 
• Link Documents to other records such as Tasks and Audits to keep context and evidence in one place. Learn more about it in this article.

Who can access and manage Documents

By default, everyone with access to Documents can create, edit, and publish documents, restore previous versions, share documents, and export them to PDF or Word.

Access to an individual Document can be restricted so only chosen people can view or edit it. Learn more about it in this article.