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.
• Manage versions with automatic version history and the ability to restore previous versions.
• 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.
• Share Documents externally, where anyone with this link can view the latest published version of the Documents

Who can access and manage Documents

All users with access to Documents can create and edit documents, publish drafts, restore previous versions, share documents via a public link, and export documents to PDF or Word. Only Managers and Account Owners can create, rename, and delete folders.