Document Control

Versioning and History

Kanso uses major and minor versions, so a small correction and a full rewrite are not treated the same way. Every controlled document keeps its complete history. When an auditor asks how a procedure reached its current state, you can show what changed and when.

Approvals and E-Signatures

A document moves through an approval route that can have several stages, so a draft passes each reviewer in turn before it becomes effective. Approvers sign with a drawn e-signature, and each signature is stored with the signer, the time and the version signed.

1. •

   Route the document

   Send the draft into its approval route.
2. •

   Review at each stage

   Each approver reviews the draft and signs with a drawn e-signature.
3. •

   Track who has read

   Read-tracking records who has read the current version.

Review Cadence

You set how often a document should be reviewed, and Kanso works out the next review date from that. Watchtower flags an effective document once it is past its review date.

Folders and the Block Editor

Documents live in a folder tree with sub-folders, and predefined tags help you organize and find them. The editor is a block editor with a "/" slash menu for inserting blocks as you write, and Kanso AI can help draft and revise the text.

• Folders and sub-folders hold the documents.
• Predefined tags classify them and make them easier to find.
• The "/" slash menu inserts blocks while you write.
• Kanso AI helps draft and revise the text.

Collaboration and Controllers

Comments and annotations attach to a quoted selection of the text, so feedback points at the exact passage. Share links give access to a document where it is needed.

Each controlled document has a document controller, assigned to a person, to a team, or set automatically. You can also choose watchers for a document, who get alerts when it changes.