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Articles on:Document Management
For creating, organizing, and maintaining all document types.

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  • Document formats supported in BlueDocs
    πŸ“„ Document Formats Supported in BlueDocs BlueDocs is built to support a wide variety of internal documentation needs β€” from structured procedures to training modules, policy governance, and technical knowledge sharing. This guide explains the document formats available in BlueDocs, including both standard and custom types, and the content and organization features each one supports. πŸ“˜ Standard Document Types BlueDocs includes four primary document types, each designed with featureFew readers
  • Creating a new document
    πŸ“ Creating a New Document in BlueDocs BlueDocs makes it easy to create a wide range of documents tailored to your organization's needs β€” from operational procedures and policies to training content and knowledge base articles. Whether you're drafting a new onboarding guide or formalizing an internal policy, this guide walks you through the full process of creating, organizing, and managing documents within BlueDocs. πŸš€ Getting Started To create a new document: Navigate to the rFew readers
  • Version history: viewing, restoring, and auditing changes
    πŸ•˜ Version History: Viewing, Restoring, and Auditing Changes BlueDocs automatically maintains a complete version history for every document in your workspace. This includes detailed records of content edits, user actions, and workflow decisions β€” ensuring transparency, traceability, and compliance at every step. In this guide, you'll learn how to view previous versions, restore content, and audit who changed what, when, and why. πŸ”„ How Version Control Works in BlueDocs Every time aFew readers
  • Using the rich text editor (images, code blocks, etc.)
    ✍️ Using the Rich Text Editor (Images, Code Blocks, etc.) The BlueDocs rich text editor is a powerful tool for creating well-structured, professional documents. Whether you're writing SOPs, policies, training content, or technical guides, the editor allows you to combine text, lists, code, tables, and media to create clean, accessible documents that are easy to read and share. This guide walks you through the editor’s capabilities, from basic formatting to advanced features like tables andFew readers
  • Organizing documents with folders, colors, and emojis
    πŸ—‚οΈ Organizing Documents with Folders, Colors, and Emojis Keeping your BlueDocs workspace organized doesn’t just improve productivity β€” it makes your entire document library more intuitive, visually scannable, and accessible to everyone on your team. This guide walks you through how to effectively use folders, colors, and emojis to build a clean, user-friendly document structure. πŸ“ Understanding Folders in BlueDocs Folders in BlueDocs behave like traditional file system folders. ThFew readers
  • Using tags and categories effectively
    🏷️ Using Tags and Categories Effectively In BlueDocs, categories are a core way to organize your documents, making it easier for your team to browse, filter, and find what they need. While folders provide a familiar structural hierarchy, categories offer flexible classification across document types and teams. This guide explains how to use categories effectively, how they differ from folders, and how to create a scalable, user-friendly content structure. πŸ“š What Are Categories? CaFew readers

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