Document

Represents a standalone business document that needs its own metadata or lifecycle.

Manage Document Records in AnyDB

The Document business object represents a standalone business document that requires its own metadata or lifecycle. It provides a central place to manage the document file, type, version, owner, status, effective dates, notes, and comments.

Description

Use the Document object to manage business documents that need to be tracked independently. It can store the document itself, classify its type, assign ownership, track versions and lifecycle status, maintain effective and expiration dates, and support notes and ongoing comments.

Included Fields

Document

  • Document Number
  • Document Name
  • Document Type
  • Version
  • Status
  • Owner
  • File
  • Embedded Rich Document

Dates

  • Effective Date
  • Expiration Date

Other

  • Notes
  • Comments

Common Uses

  • Policies and Procedures: Maintain controlled policies, procedures, and work instructions.
  • Contracts and Agreements: Track business contracts and agreements with lifecycle information.
  • Specifications and Manuals: Maintain technical specifications, manuals, and supporting documentation.
  • Certificates and Reports: Store certificates, reports, and other standalone business documents.
  • Document Lifecycle: Track documents from draft through review, approval, active use, expiration, and archival.

Related Business Objects

Accounts

Sales

Procurement

Operations

Assets

Included Features

  • Automatic Document Number generation
  • Document type classification
  • Document version tracking
  • Document status tracking
  • User ownership
  • File attachment
  • Effective date tracking
  • Expiration date tracking
  • Rich text notes
  • Discussion comments