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Articles on:Admin Settings & Configuration
Tailoring BlueDocs to your organization’s needs

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  • Defining document workflows and approvals
    ✅ Defining Document Workflows and Approvals in BlueDocs BlueDocs includes a flexible Document Workflow & Approval System that ensures documents follow the right review process before being published. This is especially important for SOPs, policies, training materials, and knowledge base articles where accuracy, compliance, and oversight are critical. This guide explains how document approvals work, how to configure them, and how roles impact document publishing. ⚙️ Where to CoSome readers
  • Customizing document types and icons
    BlueDocs allows organizations to create custom document types beyond the standard ones (SOPs, Knowledge Base, Training, and Policies). This feature enables you to organize your content in ways that match your specific business needs while maintaining the functionality of the underlying document types. What are Custom Document Types? Custom document types are personalized document categories that you can create for your organization. Each custom type is based on one of the four standard docFew readers
  • Subscription plans and billing overview
    What is BlueDocs' Subscription Model? BlueDocs operates on a simple, transparent subscription model designed to scale with your organization's needs. Every new organization starts with a 14-day free trial that gives you full access to all features, followed by a straightforward monthly subscription. Pricing Structure Free Trial Duration: 14 days from account creation Features: Full access to all BlueDocs features User Limit: No restrictions duringFew readers
  • Creating and editing document categories
    Document categories in BlueDocs help you organize your documents by grouping them into logical classifications. Categories are specific to each document type (SOPs, Knowledge Base, Training, Policies, and Custom Document Types) and are shared across your entire organization. What are Document Categories? Categories are organizational labels that help you: Group related documents together Filter and search documents more effectively Maintain a structured document library Improve navFew readers
  • Managing Document Tags
    Document tags are a powerful organizational tool in BlueDocs that help you categorize, filter, and find your documents quickly. Tags are visual labels with customizable colors that can be applied to any document across all document types (SOPs, Knowledge Base articles, Training materials, and Policies). What are Document Tags? Document tags are color-coded labels that you can attach to documents to: Organize content by topic, department, priority, or any other criteria Filter docFew readers

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