Filing documents and managing their versions

Documents are under Office then Documents, when your plan includes this module.

The filing plan is set in Administration, Marketing and projects, then Filing plan: a starter plan is installed in one step, as long as the company has no heading yet. Each heading carries its retention period, and can be replaced for an entity.

To file a document, MAYA proposes a heading, and a person files it. Without a filing plan, there is nothing to propose.

A new version is uploaded as a file (PDF, image or Word, 25 MB at most). It is refused while an approval is in progress and on an archived document; on an approved document, it puts it back to draft.

You cannot delete the current version, an approved version, or the only version of a document.