Managed Documents Use the Managed Documents application to control electronic documents within your instance. After parameters have been set by the administrator and the Knowledge Document plugin installed, documents can move through the managed document cycle. Note: Step through the process below on your test (or any non-production) instance. Managed Document featuresManaged Documents is a lightweight, ITIL-based solution for creating and managing electronic documents within your instance.Create a new managed document recordCheck in a document after making changesAfter making changes to a document, check the revised document into Managed Documents. Check out a document to make changesAfter a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document. Publish a document in Managed DocumentsAfter the document is reviewed and approved, publish the document in Managed Documents. Send a document out for review and approvalWhen a document is ready, send it out for review and approval. If a reviewer or approver is not identified in the document record, the document is moved directly to the publishing stage. Upload a document as an attachmentAfter creating a document record, add the document to the record as an attachment.Defining Document ParametersBefore using the Managed Documents application, the user with the document_management_admin role needs to set the parameters that define the kinds of documents to be managed through the application. Managed Documents provides both base and custom parameter options. Defining document workflowIn the base system, all managed documents use the Managed Documents workflow after the Active check box is selected. Knowledge documentThe Knowledge Document plugin extends the Managed Documents plugin by providing the functionality for managed documents to be published to the knowledge base.Create a documentAfter Managed Documents parameters have been set by the administrator, documents can be created, requested, checked out, edited, checked in, copied, and, if necessary, rolled back to an earlier version.