# Setting Up the Document Control Homepage

The <a href="/en/gr/728990/">Document Control Homepage</a> is a centralized landing page from which Document Control users can quickly view, monitor, and manage key document control processes. The page's configurable sections for <a href="/en/gr/42152/">Document Change Control</a>, <a href="/en/gr/50013/">Controlled Copies</a>, and <a href="/en/gr/72024/">Periodic Reviews</a> and their related documents provide a comprehensive overview of these processes, including the abilities to execute user actions for an object record and send custom messages (nudges) to object and document workflow participants with incomplete tasks.

<a href="https://platform.veevavault.help/assets/images/document-control-homepage-default-view.png" data-lightbox="Document Control Homepage" data-title="" data-alt="Document Control Homepage in the default view">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/document-control-homepage-default-view.png" alt="Document Control Homepage in the default view" style="max-width: 900px;"  />
</a>

## Enablement Overview

To enable the Document Control Homepage:

1. Review and update the page's configuration in **Admin > Configuration > Pages > [QualityDocs Document Control Homepage]** to fit your organization's requirements. This includes reviewing the page's various <a href="/en/gr/728990/#process-sections">sections</a> that Document Control users will see. By default, the Document Control Homepage is configured to display all sections.
  * Confirm the page's **Status** is *Active*.
  * Within the **QualityDocs Document Control Landing Page Layout**, review the **Options** listed and confirm "Yes" appears next to each section your organization plans to enable. To disable a section, click **Edit** and de-select its checkbox.
  * Optional: Review the default **Filtering Criteria** for each section you've enabled. These criteria correspond to the page's <a href="/en/gr/728990/#process-status">process status</a> cards, and can be adjusted to fit your organization's requirements. Selections for **No Immediate Action Needed** depend upon your selections for **Needs Attention Later**. See <a href="/en/gr/728990/#how-vault-calculates-process-status">additional details</a> about filter criteria.
2. If you enabled the **Documents With Upcoming Periodic Reviews** section, navigate to **Admin > Settings > Application Settings**, then select the **Enable Document Fields in the Document Control Homepage** setting. For the **Periodic Review Start Date**, select an active *Date*-type document field configured in your Vault (for example, *Start Periodic Review Date*) to display in this section.
3. Navigate to **Admin > Configuration > Tabs** and <a href="/en/gr/23516/#how-to-edit-custom-tabs">edit</a> the Document Control Homepage tab such that its **Status** is *Active*. You can optionally update the tab's **Label** to fit your organization's requirements. Optionally, if your Vault is configured to use <a href="/en/gr/542174/">Tab Collections</a>, add the tab to the desired collection(s).
4. Optional: Review and <a href="/en/gr/2157/">update</a> the default notification Vault sends to users via the page's <a href="/en/gr/728990/#sending-nudges">nudge</a> feature. The **QDocs Nudge Notification** template must include the ``${Custom.subject}`` and `${Custom.message}` tokens.
5. Review your Vault's security configuration for QualityDocs functionality. To use the Document Control Homepage, users must be assigned a <a href="/en/gr/23647/#how_to_edit_permission_sets">permission set</a> with the below [permissions][1].


## Limitations

The Document Control Homepage is intended to serve as a launch point for managing your organization's document control tasks. It is not intended to solve for more sophisticated workflows, actions, or document owner-based business processes, such as <a href="/en/gr/42152/#change-requests">Document Change Requests</a>.


## Related Permissions {#related-permissions}

To use the Document Control Homepage, users must be assigned a <a href="/en/gr/23647/#how_to_edit_permission_sets">permission set</a> with the below permissions.

| Permission Label | Permission |
|---|---|
| Application: Workflow | _Participate_ permission allows users to see workflows in the <a href="/en/gr/728990/#workflow-tasks-and-nudges">workflow task panel</a>. |
| Application: Workflow Administration | _View Active_ permission allows users to view workflow labels in their language. |
| Objects: Controlled Copy Trace | Read |
| Objects: Controlled Copy Trace: Object Field Permissions | _Read_ for any required object fields. |
| Objects: Document Change Control | Read |
| Objects: Document Change Control: Object Field Permissions | _Read_ for any required object fields. |
| Objects: Media: Object Permissions: Image | _Read_ permission allows users to view User Profile images in the workflow task panel. |
| Objects: Periodic Review | Read |
| Objects: Periodic Review: Object Field Permissions | Read for any required object fields |
| Tabs: QualityDocs Document Control Homepage | View<br>**Note**: If this tab is configured in a <a href="/en/gr/542174/">Tab Collection</a>, users also require _View_ access to that collection. |
| Pages: Document Control Homepage | View |

[1]: #related-permissions