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Documentation Index

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QualityDocD organizes all controlled documents under a single list at /Documents. Every document starts as a Draft and progresses through a configurable approval workflow. This guide walks you through creating new documents, using the list filters, editing drafts, downloading attachments, and retiring approved content by marking it obsolete.

Creating a document

Navigate to /Documents/Create to open the creation form. All authenticated users can create documents. Once submitted successfully, the system auto-assigns a unique document code and redirects you to the document’s detail page.
1

Navigate to the form

In the sidebar, click Documents, then click the New Document button in the top-right corner of the list, or navigate directly to /Documents/Create.
2

Fill in the required fields

Complete the form fields described in the table below. Title and Category are required; all other fields are optional.
FieldRequiredNotes
Title✅ YesMaximum 500 characters. Displayed in the document list and search results.
DescriptionNoFree-text summary. Indexed by the search service.
Category✅ YesUsed for filtering and compliance reports. Common values: Manual, Procedure, Record, Audit, Other.
StandardNoThe quality standard or regulation this document belongs to (e.g., ISO 9001).
TagsNoComma-separated keywords used for search indexing (e.g., quality,audit,2024).
IsPublicNoWhen checked, the document is visible to all portal users, not just the document owner.
ExpiresAtNoOptional expiry date. The detail page flags expired documents in red.
3

Attach a file (optional)

Use the File field to upload a supporting document. See the Supported file types section below for the full list of accepted extensions. If no file is attached at creation time, you can add one later during an edit.
4

Submit

Click Create Document. On success, you are redirected to the document’s detail page. The document is assigned a code in the format QD-XXXX (e.g., QD-0001) and its initial status is Draft.
Document codes are assigned automatically as QD-XXXX where XXXX is a zero-padded sequential number based on the total count of documents in the database at the time of creation. Codes are immutable once assigned.

Supported file types

The following extensions are accepted for file attachments. Files with any other extension are rejected at upload time.
CategoryExtensions
Documents.pdf, .docx, .doc, .txt, .csv
Spreadsheets.xlsx, .xls
Presentations.pptx, .ppt
Images.png, .jpg, .jpeg, .gif, .tif, .tiff
CAD & Engineering.dwg, .dxf, .step, .stp, .iges
Archives.zip, .7z
Uploading an unsupported file type returns a validation error of the form Extensión '{ext}' no permitida. The document is not saved until a valid file (or no file) is provided.

Listing and filtering documents

The document list at GET /Documents shows all documents ordered by creation date (newest first). Use the filter bar at the top of the page to narrow results.
FilterParameterDescription
SearchsearchMatches against title, description, and document code.
StatusstatusOne of Draft, UnderReview, PendingChanges, UnderSecondReview, Approved, Rejected, Obsolete.
CategorycategoryExact match on the document category.
Status count badges are shown above the table. Each badge links to a pre-filtered view for that status. Badges with a count of zero are hidden unless their filter is currently active.

Editing a document

Only documents in Draft or PendingChanges status can be edited. Attempting to open the edit page for a document in any other status redirects you back to the detail page with an error message. Navigate to GET /Documents/Edit/{id} or click the Edit button (pencil icon) from the list or detail page.
When you submit an edit with a new file attachment, the document’s version number increments automatically (e.g., from v1 to v2). Editing metadata fields alone without replacing the file does not increment the version. After saving, the document status is reset to Draft regardless of its previous state.
Documents in UnderReview, UnderSecondReview, Approved, or Rejected status cannot be directly edited. To make changes to an Approved document, contact an Admin or Manager to mark it obsolete and create a new version.

Downloading the attached file

Send a GET request to /Documents/Download/{id} (or click the Download button on the detail page) to retrieve the file. The response returns the file using its original filename and the correct MIME content type.
GET /Documents/Download/{id}
A Downloaded audit log entry is created every time a file is downloaded, recording the user identity and IP address.

Marking a document as obsolete

Admins and Managers can retire any document by setting its status to Obsolete. This action is available from the document detail page via the Obsolete button, which posts to:
POST /Documents/MarkObsolete/{id}
Only users with the Admin or Manager role can mark documents as obsolete. This operation is logged as a StatusChange audit entry. A document already in Obsolete status cannot be marked obsolete again.
The following status transitions summarize which actions are available per status:
Current statusCan edit?Can submit for review?Can mark obsolete?
Draft✅ Admin/Manager
PendingChanges✅ Admin/Manager
UnderReview✅ Admin/Manager
UnderSecondReview✅ Admin/Manager
Approved✅ Admin/Manager
Rejected✅ Admin/Manager
Obsolete❌ Already obsolete

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