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The document register, revisions, statuses, approvals, and the current set.
- The document registerOne list of every document in a project: what each column means, how to see every revision, and where the Global Document Register fits in.2 min read
- Understand versions and revisionsVersions are uploads, revisions are labels, and one revision is always Current. The model behind every document in fluxems.1 min read
- Upload a new revisionAdd the next version of a document from its details page, let auto-versioning number it, and set it as current.1 min read
- Set a revision as currentMake a revision the one the project builds from, from the register row menu or the Versions tab, and see what happens to the old one.1 min read
- Document statuses explainedAll twelve document statuses, what each one means, and when it applies: from Draft through review and approval to Archived.1 min read
- Update a document's statusChange the status of one document from its details page, or update many at once with the bulk actions bar in the register.1 min read
- Review and approve documentsThe ball-in-court bar shows whose move it is. Approve, request changes, reject, or record a decision, straight from the document.1 min read
- Suitability, disciplines, and referencesHow a Document Reference is built from a discipline code and a sequence, and what suitability codes and their stages mean.1 min read
- Confidentiality levels and private documentsRestrict who can see a document with confidentiality levels and Manage access, and keep private files in the workspace Docs area.1 min read
- Search, filter, and star documentsFind any document fast: register search, the Advanced search panel, the all-revisions toggle, stars, and global search.1 min read
- Browse files with Explorer and folder templatesBrowse project files as folders with Explorer, start new projects with a predefined structure, and find the Photos tab.1 min read
- Document workflows and action requestsBuild review and approval workflows in the visual builder, assign each step, and track the resulting action requests under Files.1 min read
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