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Documents

Documents are the fundamental objects in Medical Information Cloud Content Management and consist of metadata. A document can have many associated document versions, and each document version can have different metadata and a different internal or external file associated with it. Each document version also has a lifecycle, can enter workflows, and can be shared with users and groups of users.

Documents and Document Versions are associated by a one-to-many relationship. The Document and Document Version relationship is a lookup relationship, not a master-detail relationship. The lookup relationship provides the ability to granularly share individual Document Versions and their associated Files (for example, based on status).

Document and Document Version ERD

For more information on documents and document versions, visit these pages:

  • Navigate document record - a list of document features and their location on a document record.

  • Document Types - the schema for the Document Type custom metadata type and how to configure it.

  • Document Lifecycles - the schema, definitions, and relationship for the custom metadata types that configure document lifecycles. The custom metadata types include:

    • Document Lifecycle

    • Document State

    • Document Lifecycle Type

  • Document metadata - an overview of the different attributes or metadata associated with document versions and links to more detailed information about each metadata type. Document metadata types include:

  • Layout locations - an overview of the specific locations in Medical Information Cloud where document layouts are used. You can configure different layouts to display in these locations.

  • Document search - how document search works and a list of supported search operators.

  • Microsoft 365 - how to configure the Microsoft 365 integration.