Introduction

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Congratulations! You have purchased one of the best compliance management solutions on the market today. Qualtrax reduces the burden associated with operating a business in regulated industries. Designed to enable an organization to achieve and maintain compliance with standards that drive their business, Qualtrax provides document management, automated workflows and critical process control, which help your organization continually improve.

 

This manual covers the user features and functions for Qualtrax, which include the following modules and helper applications.

•Document Compare: an add on module that allows you to quickly compare any two revisions of a document. Changes are color coded for quick identification.
•PDF Conversion: an add on module that allows editors to publish PDF versions of documents.
•Automatic File Transfer: an integrated application that allows you to transfer files automatically from your working folder.
•Mass Import Tool: another helper application that allows you to import and publish large numbers of files in a few easy steps.

 

All of these features interoperate. When combined and integrated, each module extends the capability others to provide additional cost and time savings.

 

Our Support team has made a commitment to helping our customers maximize these investments, improve implementation, and save staff time. Part of this effort is to provide you with helpful resources that cover more than just user features and functions. Throughout this manual, keep an eye out for "Tips and Tricks" to help you understand how to apply these features in "best practice" fashion. We invite you to give us feedback on our manual and offer suggestions for items that may have been overlooked by emailing our Staff.

 

Our products are accompanied by best-practice information that system managers can use to optimize the result of their programs. Refer to the Implementation Guide for suggestions on setting up your system. If you have yet to see an Implementation Guide, contact our Implementation Team immediately for your copy. The Implementation Guide highlights unique project management considerations and contains information compiled from our experience with clients just like you.

 

Also, we invite you to register for our free email communications. These are published regularly and include the latest news on product improvements, Tips and Tricks, the successes of other Qualtrax installations and partner integrations. You can register to receive these notices by sending an email to our Marketing Group.

 

Note: Many of the features described in this manual are based on the assumption that the Qualtrax server and its related components are properly installed and configured. If you have questions about your installation, please contact Our support team.

 

If at any time you need additional help beyond what is provided in this manual, please contact the Qualtrax support team: support@qualtrax.com or 540.382.4234 ext. 132.