> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Manage quality documents & reports

Document & Reports is where you write and sign your clinic's quality documentation. Every save is signed and kept as a new version, so you always have a complete history.

| 📍 **Where to find this:** **Quality Mgmt. System** → **Document & Reports**

## ✅ What you can do

* Create a document from scratch or from a template
* Sign every document with a handwritten signature
* Keep and download every version
* Filter by active or inactive
* Review a log of every change
* Export all your documents as a ZIP

## ➕ Add a document

1. Click **Quality Mgmt. System** → **Document & Reports**.
2. Click the **Add** button.
3. Enter a **Title**.
4. *(optional)* Choose a **Template**.
* The title and process fill in automatically, and the template's questions load.
* Choose **None** to write the document yourself instead.
5. Choose a **Process** — **Patient safety**, **Deviation mgmt.** or **The business**.
6. Complete the questions, or write the document in the text editor.
7. Click **Sign**, draw your signature, then click **Submit**.

![Add a document](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/qms-add-document-form_16wevvk.png =500x353)

||| ⚠️ **Title, Template and Process cannot be changed later.** When you edit a document you can only change its content — so get these three right before you sign.

|| ℹ️ A signature is required. There is no way to save a document as an unsigned draft.

## 📄 Versions

Every time you save a document, MERIDIQ stores a new version rather than overwriting the last one.

1. Click the **versions** icon on a document row.
2. The Versions page lists **Version**, **Added On** and **Signed by**.
3. Click **View** to read a version, or **Download** to save it as a PDF.

![Document versions](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/qms-versions_ui12gu.png =650x198)

|| ℹ️ Versions cannot be deleted or edited. The history is permanent by design — that is what makes the documentation auditable.

## 🔍 Find and review documents

| Column | What it shows |
| ---- | ---- |
| **Title** | The document name — click the sort arrows to reorder |
| **Added On** | When it was first created |
| **Process** | Patient safety, Deviation mgmt. or The business |
| **Versions** | How many versions exist |
| **Signed by** | Who signed the latest version |

![Document & Reports list](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/qms-documents-list_5gw66d.png =650x241)

1. Use the status filter at the top to switch between **All**, **Active** and **Inactive**.
2. Click the **eye** icon on a row to read the document without opening the editor.
3. Click the **log** icon to see every change made to it, with the date and who made it.

|| ℹ️ The log is read-only and cannot be exported.

## 🚫 Inactivate or reactivate a document

1. Click the **power** icon on the document row.
2. Confirm **Are you sure you want to inactivate?** by clicking **Inactivate**.
* The document disappears from the **Active** list.
3. To bring it back, switch the filter to **Inactive**, click the power icon again and click **Activate**.

|| ℹ️ Inactivating is not deleting. Nothing is removed, and inactive documents are still included in exports.

## ⬇️ Export your documents

1. Click **Export** at the top of the Document & Reports page.
2. A window titled **Important** confirms your request has been queued.
3. Wait for the notification **File ready: (clinic name) QMS Documents Zip**, then click the link in it to download.

|| ℹ️ If you have exported before, the window offers the existing file plus the date it was generated. Click **Generate New** to build a fresh ZIP instead.

|| ℹ️ The ZIP contains **every version of every document**, including inactive ones, organised into folders by document.

||| ⚠️ The download link expires **24 hours** after the file is ready. After that, run the export again.

| 💡 To register devices and their maintenance records, see [Manage medical devices](https://help.meridiq.com/en/article/manage-medical-devices-u53bkr/). For an overview of the module, see [QMS overview](https://help.meridiq.com/en/article/qms-overview-1sl2k1t/).