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Getting Started with Document StorePublishing DocumentsVersions & Acknowledgements
Getting Started with Document StorePublishing DocumentsVersions & Acknowledgements
HelpDocument Store

Document Store

Versioned PDFs with acknowledgement tracking — policies, procedures, and forms

Document Store is for signed PDFs — policies, procedures, guidance, and forms — not visual SOPs and not e-learning courses. Admins publish a PDF as v1.0, assign groups, and learners read and acknowledge it from Catalog → Documents. Use major versions when everyone must sign again; minor versions only update people who have not finished yet.

Start here

Getting Started with Document Store

What it is, where to find it, and how it differs from Guides and courses.

What are you trying to do?

  • Publish a document

    Upload a PDF, set rules, assign groups, publish v1.0.

  • Issue a new version

    Major vs minor, outstanding acknowledgements, retire.

  • Learner view

    How people find, read, and acknowledge assigned PDFs.

Key concepts

  • Document Store is versioned PDFs with acknowledgement — not Guides (SOPs) and not SCORM courses.
  • Major versions require everyone to re-acknowledge; minor versions only affect outstanding readers.
  • Completions and outstanding counts live in Document Store and in Reports → Document Control (Document reports).

Related categories

  • Guides (SOPs) — Visual step-by-step procedures
  • Course Management — SCORM and e-learning courses
  • For Learners — Catalog → Documents

All guides

Getting Started with Document Store

Versioned PDFs, acknowledgements, and how Document Store differs from courses and Guides

Publishing Documents

Create a controlled document: upload a PDF, set due dates, assign groups, and publish v1.0

Versions & Acknowledgements

Major vs minor versions, re-acknowledgement, completions, retire, and Document Control reports

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