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Good afternoon all,

We have been experimenting with Guru as a means to migrate our internal guidance including standard operating procedures as well as other information.


As we are ISO9001-2015 certified, we are looking at how we can leverage Guru to manage our documents, forms etc..

As it stands we plan to:

  • Create a Collection ISO9001-2015, and within it a number of folders to hold the manual, policies, procedures etc..
  • Use our sharepoint to store the master form templates for forms we need to use as part of our day-to-day activities.

We believe that we can use Guru’s robust version history to ensure we have a single, verifiable source for all the ISO documentation, with the exception of the form templates that will live on sharepoint.

The missing piece of the puzzle is that we may be required to have to share some of the policies or processes with external people. Only way at present is to export as a PDF. As these however are ISO documents, they should have a proper page header and footer, with version tracking, and clearly stating this is an Unprotected Document.

Is there an elegant solution to this I am missing?

Thank you

Duncan

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