Document Versioning
How to Approve or Reject a Document Template
Before a document can move into the production environment, it must go through the approval process. As explained in the article How to Send a Document for Testing and Request Approval, only users with the Publisher role are authorized to approve or ...
What Are Tags and When to Use Them
Tags allow you to save a specific version of your document design that you may want to refer back to or reuse later. They are especially helpful when you want to retain a copy of your current design before making further updates. For example, if you ...
How to Send a Document for Testing and Request Approval
Sending a Document for Testing A document can be moved to the Testing environment directly from its Draft version. Once you begin designing a document, the Send for Testing button becomes available in the top-right corner of the editor. How to Send a ...
Understanding Versioning
In Perfect Doc Studio, every document design goes through a structured versioning workflow to ensure accuracy, compliance, and quality before it reaches production. This workflow is supported by three dedicated environments: Draft, Testing and ...