Document Management

Creating a Document with the AI Wizard
Overview QTRACA's AI Document Wizard lets you generate a complete document draft from a curated topic catalog or a custom prompt. The AI creates profes...
Sat, 7 Mar, 2026 at 8:39 AM
Approving or Rejecting a Document (Approver Guide)
Overview When a document is submitted for approval, designated approvers receive a notification to review and approve or reject it. The My Approvals pag...
Fri, 6 Mar, 2026 at 7:44 PM
Publishing a Document
Overview Publishing makes a document the official, active version that is visible to all users with the appropriate permissions. A document is published...
Fri, 6 Mar, 2026 at 7:44 PM
Version History and Comparison
Overview QTRACA maintains a complete version history for every managed document. You can view all previous versions, see who made changes and when, and ...
Fri, 6 Mar, 2026 at 7:44 PM
Creating a New Version
Overview When a published document needs to be updated, you create a new version rather than editing the published copy. This preserves the audit trail and...
Sat, 7 Mar, 2026 at 8:35 AM
Retiring and Reactivating Documents
Overview When a document is no longer needed, you can retire it. Retired documents are preserved for historical reference and audit purposes but are no ...
Fri, 6 Mar, 2026 at 7:44 PM
Exporting Documents as PDF
Overview Export any managed document as a formatted PDF for printing, offline reference, or sharing with external parties. The PDF export includes the d...
Fri, 6 Mar, 2026 at 7:44 PM
AI-Powered Quiz Generation
For a document whose training is a quiz, QTRACA can draft the quiz from the document’s own content. You choose how many questions, the mix of difficulty and...
Wed, 16 Sep, 2026 at 8:43 AM
Setting Up Document Categories
Overview Document categories define the types of documents in your system and determine the auto-generated document number prefix. For example, documents i...
Sat, 7 Mar, 2026 at 8:36 AM
Setting Up Approval Chains
Overview Approval chains define the sequence of reviewers who must approve a document before it can be published. Each chain consists of one or more steps,...
Sat, 7 Mar, 2026 at 8:37 AM