Documents

Document workspace and module-linked file access.

Overview

This guide covers documents workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Configure Workspaces according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Configure Versioning according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Configure Module links according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Configure Sharing according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Issue	Resolution
Missing menu item	Verify module is enabled and role permissions are assigned
Validation error	Check required master data and fiscal period status
Integration failure	Review API credentials and endpoint version

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