Sales and Marketing Document Control Procedure

The Sales and Marketing Document Control Procedure defines methods and responsibilities for controlling documents used to provide work direction or set policy. The document control procedure also defines methods for document revision, approval, and distribution to ensure that everyone in the sales and marketing department is working according to identical and up-to-date procedures and guidelines.

The document control procedure applies to all documents required by sales and marketing both of internal and external origin. (14 pages, 2783 words)

Activities Covered in the Document Control Procedure

• Procedure Format
• Work Instructions (WI)
• Forms
• Sales Collateral
• Document Approval
• Temporary Document Changes
• Document Revisions
• External Documents
• Document Distribution
• Document/collateral Review

Reference Used in the Document Control Procedure

• 21 CFR Part 11
• Public Law #106-229, Electronic Signatures in Global and National Commerce Act (USA)
• Statutory Instrument 2002 No.318, Electronic Signatures Regulations 2002 (UK)
• Public Company Accounting Reform and Investor Protection Act of 2002

Forms Included in the Document Control Procedure

• Document Request Form
• Document Control Database Form

This procedure comes from the Sales & Marketing Policies and Procedures Manual. The complete manual includes 32 easily editable policies & procedures, 89 accompanying forms, free resources and a manual preparation guide – over 700 pages of content in total!