Episode 44: Document Management in QM10, Part 3: Document Administration

Episode 44: Document Management in QM10, Part 3: Document Administration

The QM Insights podcast show is back on its mission to help SOLABS' clients to learn from experience.

Today's episode is Part 3 of our series on how QM10 helps our clients with document management. In this episode, we focus on the tools available to Document Administrators to assist with their document administration needs.

00:41 Introducing today's guests: Gretchen Dixson and Philippe Gaudreau

01:04 Find previous episodes from this series here: QM Insights Podcast – SOLABS

01:35 Philippe provides a sneak peek of our 10.9 release

04:50 Our support team is currently scheduling the upgrades to the latest version of QM10.

05:34 Gretchen details the tools available for document administrators – Document Types, Document Workflow Templates and PDF Rendering Templates

?? Document Types help you create default "electronic templates" for your various documents

07:01 Document Workflow Templates can be used to easily assign document review/approval tasks if they are often assigned to the same person

07:48 What are the options in terms of default settings for Document Types?

08:51 You can set date fields to allow entry of past dates or only current/future dates depending on your needs

10:28 Clients usually set default folder locations to ensure that their documents are automatically placed in the correct Treeview folder location

12:51 We like to help our clients with initial configuration and ongoing review. Learn more about our Client Success Agreements here: Client Success Assistance - Service Level Agreement – SOLABS

14 :37 Etienne thanks today's guests & listeners

Find our User Guide Index here: User Guides Index – SOLABS

Contact us at solabs-podcast@solabs.com

#solabs #qm10 #qualitymanagement

Avsnitt(67)

Episode 67 - What can you Expect at the User Group Meeting 2026

Episode 67 - What can you Expect at the User Group Meeting 2026

In this episode of the QM Insights podcast we discuss the upcoming 2026 User Group Meeting happening in Montreal on May 7th, 2026. https://solabs.com/ugm2026 Reach us at solabs-podcast@solabs.com

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QM Insights Podcast Episode 66 - Understanding Document Coordinator Competency

QM Insights Podcast Episode 66 - Understanding Document Coordinator Competency

In this episode of the QM Insights podcast, Etienne and Philippe take a closer look at how to define and structure Document Coordinator competency levels. From levels 1 through 3, they explore what ea...

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QM Insights Podcast Episode 65 - Introducing our 2025 User Group Meeting Featuring Ericka Moore

QM Insights Podcast Episode 65 - Introducing our 2025 User Group Meeting Featuring Ericka Moore

In this episode of the QM Insights podcast, Etienne, Philippe, and Ericka talk about the upcoming User Group Meeting on May 15th, 2025. They share which conferences they're most excited about, highlig...

18 Apr 202514min

Episode 64: SOLABS' Roadmap with Philippe Gaudreau

Episode 64: SOLABS' Roadmap with Philippe Gaudreau

In this episode of the QM Insights podcast, Etienne and Philippe discuss the latest updates to QM10 and what's in the pipeline for the upcoming months!   View SOLABS' full roadmap here: Roadmap for S...

26 Nov 202417min

Episode 63: Plan your EQMS' Development with the EQMS Maturity Model

Episode 63: Plan your EQMS' Development with the EQMS Maturity Model

In this episode of the QM Insights podcast, Etienne is joined by Philippe Gaudreau, CEO of SOLABS to discuss the EQMS Maturity Model proposed by SOLABS. Managing an Enterprise Quality Management Sof...

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Episode 62: Looking Back at 2023 with SOLABS' Executives

Episode 62: Looking Back at 2023 with SOLABS' Executives

SOLABS' executives join together to discuss their outlook for 2023. They walk listeners through their objectives at the start of the year and more. Key Takeaways 00:51 Kevin explains what his focus ...

19 Jan 202414min

Episode 61: Evaluating Suppliers for an EQMS Software Purchase

Episode 61: Evaluating Suppliers for an EQMS Software Purchase

In episode 61 of the QM Insights podcast, Etienne is joined by Ericka Moore, Head of Client Success at SOLABS, and Philippe Gaudreau, CEO of SOLABS. This episode is the second in a series on purchasin...

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Episode 60: Purchasing an EQMS: Building a Business Case

Episode 60: Purchasing an EQMS: Building a Business Case

In episode 60 of the QM Insights podcast, Etienne is joined by Ericka Moore, Head of Client Success at SOLABS, and Philippe Gaudreau, CEO of SOLABS. This episode is the first in a series on purchasing...

2 Okt 202316min

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