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Document management

eaDocX can integrate all the documents you generate from EA directly into your governance process, with automatically added document versioning, history and approvals traceability.

It's simple to include ready formatted sections of standard information in your documents.

  • The minimum (we suggest): document generation date, author and repository
  • Other documents which have been created from the model, and what versions of those documents exist
  • Document reviewers and approvers plus approval status
  • Related documents, where one document references or depends on another
  • Document version history and changes between versions

Each Quick document includes default document information: generated date, author and repository.

Versioning and History

With EA and eaDocX, it’s easy to produce many more versions of documents than for manually written ones. All your documents can be kept up-to-date, and eaDocX makes it easy to add version information into the document wherever you want it: on a front page, in the header, or both.

Each version has an issue number, date and comments, so you can describe the rationale for the new version. Presented as a table, this gives a clear history of the document. You can also add change marking

If your document versions have been saved inside EA, readers can follow hyperlinks straight to previous versions.

You can also include hyperlinks to versions of other referenced documents, so readers can cross reference to whatever published information they need.

People and Roles

Many formal documents also have a sign-off sheet at the start of the document, identifying the author, reviewers and approvers.

It’s simple with eaDocX to add a review and sign-off table into your document, with names generated from the stakeholders defined in your model. This information is also used for collaboration roles when you publish and review documents online

Document Status

Status

Each Version of a document can have a simple status value. Each time you re-generate the document, you can change its status. This is designed to be as flexible as possible, so for example you might use status values of ‘Draft’ and ‘Final’, or ‘Ready’, ‘Work-in-progress’ and ‘New’.

Approval Status

Each document may have a number of people who are formal ‘Approvers’ of that document. In EA they have been linked to the document with the specific rule type of ‘Approver’ (or the equivalent in your national language).

You can manage formal approvals manually, and change document status when new versions are issued. Alternatively, publish your documents for online review – and each approver can confirm that status themselves.

Another way to make everyone on your team productive in EA.

You can also save your eaDocX documents inside your EA model, so they can be opened and viewed by any EA user, with no need to have eaDocX installed. The content, structure and formatting exactly as you have defined them.

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