1. Log into your de.iterate account. You’ll be greeted by your main dashboard.
2. Click on ‘Document Library’ in the left hand menu. The Document Library will automatically appear (as shown below).
The Document Library includes powerful filters to help you quickly find specific documents. Here’s how each one works:
Active Documents / Deleted Documents
- Active Documents (default view): Shows all currently published or draft documents.
- Deleted Documents: View documents that have been removed from active use (note: you may need admin permissions to access deleted items).
Categorise documents by type to locate what you need faster:
- Procedure: Step-by-step operational instructions (e.g., Add/Remove User Process)
- Form: Templates or documents that capture inputs or responses
- Standard: Official organisational expectations or baselines (like Configuration Standards)
- Matrix: Structured formats, often used for access control or role mapping (like RBAC Matrix)
- Policy: High-level documents outlining rules and intent
- Other: Any document that doesn’t fit in the above categories
Sort based on current publication status:
- Published: Live documents currently in effect
- Draft: Work-in-progress or under review
- Expired: Previously active documents no longer in use
Owner
Search for documents by the person responsible for their upkeep. This helps clarify ownership and supports accountability in audits and reviews.
