This reference table highlights the features and capabilities of the eSign Document Management (eDoc) app for Confluence. See the full User Guide for more information.
Document Review and Approval
Review and approve documents with the robust and proven eSign electronic signature engine.
Supports Parallel OR Sequential approval models.
Signature verification confirms record integrity and that all approvals are valid and content/attachments were not changed after signing.
Define and utilize tailored Document Types each with different approval requirements and workflow options. Individualized signature meanings allow review and approval to be assigned to specific roles (e.g. QA Approval, Compliance Review, etc).
Define Required and Optional reviews by Document Type
Generate printable Approval Record reports at any time for audit and inspections
Document Workflow
Document workflow guides users through the document control process and supports quality system requirements.
Reviewers receive email Invites to review assigned documents.
Reviewers can approve or reject each revision with feedback.
Document workflow configurable at the space level.
Comprehensive and reportable auditing of every workflow action.
Document Control
Document Control ID’s and Revision numbers to effectively track documents. Supports numeric (01, 02, 03) and alpha revision conventions (AA, AB).
Document PDF Snapshot feature available to allow secure control of documents/pages with dynamic content.
Document owners can provide corporate doc control ID’s and revisions numbers or allow eDocto generate unique ID’s and Revisions.
Revision History automatically compiled and can be included in page and exported to PDF.
eDoc will automatically lock approved and released documents to prevent changes after approval.
Documents can be Obsoleted. Users notified upon viewing of any Obsolete documents.
eDoc Byline and optional Document Header macro visibly communicates state of every document and revision (e.g Draft, In Review, Approved, Released, Obsolete, etc)
Document Release and Publishing
Release workflow includes integrated publish feature to copy approved documents to a target space and page to provide a permanent record of that released version, and a stable location for reference and end user training.
This feature allows the Original document to be authored for subsequent revisions without impacting users training/referencing the currently Released document.
Release workflow automatically generates a PDF Approval record for the revision.
The previous revision is automatically obsoleted once the next is revision is released.
Feature included in eDoc; no separate app required.
Automatically schedule and perform periodic reviews of released documents at configurable intervals.
Document Training
Manage user document training (e.g. Read & Understood, Read Confirmations)
Assign users to train on new document revisions
Users complete training with compliant electronic signatures
Training records detail the document and revision that was trained on
Generate printable Training Record reports at any time for audit and inspections
Feature included in eDoc; no separate app required.
Document Search
Interactive document search and saved search macro available.
Find and display related documents by Document Control ID.
Search displays review/approval metrics and identifies pending reviewers.
User Search Macro to power index pages that can display only released documents.
Search for documents system-wide, by space, or by user.
Audit Log
Comprehensive audit log retained by eDoc for all document control activities
Generate a printable Audit Record report at any time for audits and inspections
Assist customers in achieving compliance with standards like ISO 9001 and ISO 13485
Multi-factor authentication with personal Signature Pins in addition to Atlassian Cloud security.
Personal Signature Pins are persistent and reusable to optimize usability. Users to not need to wait for a OTP (one time password) to be sent for every signature.
Signature Manifestations
Capture User Name, Date/Time and Meaning of each Signature.
Capture e-mail and Atlassian account ID for non-repudiation. (This is necessary for electronic record compliance as Atlassian users may alter their display name)
Signatures dates and times presented consistently in the local time zone of each document.
Capture of Titles. User Titles are saved for reuse and usability.
Signature meanings are configurable by Document Type.
Signature Integrity
Signature verification for record integrity and automatically detects if the content was changed since the signature was captured.
Verification included in Approval Record report. Print/Save to PDF.
Comprehensive audit trail of all signature activity.
