Greenlight Guru Academy

learning_experience
Document Management in Greenlight Guru
Document Management in Greenlight Guru
Document Management in Greenlight Guru

About the Learning Experience

In this course, you will learn about the Document Management Workspace in Greenlight Guru. If you have questions on this content, please contact your designated Onboarding Guru, Customer Success Manager, or Greenlight Guru Support (Support@greenlight.guru).


Required Environment Access in Greenlight Guru: Sandbox

Required System Level Role in Greenlight Guru: Document Control


For more information on Roles and Permissions, click here.

Course Categories

Onboarding
QMS
Document, Change, and Training Management

Course Instructor

Jamie Bihary
Jamie Bihary
Course Progress
Not started
Enroll
Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Document Management Navigation
    2. Document Control Role
    3. Understanding Horizontal Scrolling with Multiple Menus Open
  3. Adding a Document
    1. Adding a Document
    2. Document Details
    3. Document Sharing Permissions
    4. Creating a Place Holder Document
  4. Routing Process of Record-Routed
    1. Routing: Adding Users, Kicking-Off Review, and Approvals/Rejections
  5. Document Views
    1. Setting Up Filters
    2. Creating Document Views
    3. Document ID Filter Usage View Creation for DHF, DHR, DMR, Technical File, and Submission Documentation
    4. Creating Attributes and Values
    5. Performing a Bulk Attribute Update
  6. Associating Documents with Suppliers
    1. Adding, Editing, and Removing a Supplier to and from a Document
    2. Bulk Associating Documents to a Supplier
learning_experience
Document Management in Greenlight Guru
Document Management in Greenlight Guru
Course Progress
Not started
Enroll

About the Learning Experience

In this course, you will learn about the Document Management Workspace in Greenlight Guru. If you have questions on this content, please contact your designated Onboarding Guru, Customer Success Manager, or Greenlight Guru Support (Support@greenlight.guru).


Required Environment Access in Greenlight Guru: Sandbox

Required System Level Role in Greenlight Guru: Document Control


For more information on Roles and Permissions, click here.

Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Document Management Navigation
    2. Document Control Role
    3. Understanding Horizontal Scrolling with Multiple Menus Open
  3. Adding a Document
    1. Adding a Document
    2. Document Details
    3. Document Sharing Permissions
    4. Creating a Place Holder Document
  4. Routing Process of Record-Routed
    1. Routing: Adding Users, Kicking-Off Review, and Approvals/Rejections
  5. Document Views
    1. Setting Up Filters
    2. Creating Document Views
    3. Document ID Filter Usage View Creation for DHF, DHR, DMR, Technical File, and Submission Documentation
    4. Creating Attributes and Values
    5. Performing a Bulk Attribute Update
  6. Associating Documents with Suppliers
    1. Adding, Editing, and Removing a Supplier to and from a Document
    2. Bulk Associating Documents to a Supplier

Course Categories

Onboarding
QMS
Document, Change, and Training Management

Course Instructor

Jamie Bihary
Jamie Bihary