Clicking on this option opens the window in which you can add a form in advanced mode.

Click on Select file to select a document from the workstation, or Copy ECM file to select a document that has already been posted on the platform.

This tab allows you to transfer the document from a workstation to the platform. This upload is required, because in order to post a document, it must be initially written in the area used for the files to be posted. Although this is a single directory determined in General parameters, the platform automatically creates an upload area for each user in this directory. According to this configuration, each user views only the documents within their upload area.

Find and select the document to be posted. If there is more than one file, select the main file and designate which ones will be its attachments.

If you wish, select Clear upload directory when posting. When checked, it determines that the files located in the upload directory will be deleted once the document is posted.

Required information:

Author
User that is the author of the form being posted.

Dataset name
Name to be assigned to the dataset that the form will become.

Store in
Storage format of data in the dataset. The available options are:
- Database tables;
- In a single table.

List active records only
When checked, it determines that only form records of the active version will be displayed in the dataset. This field is only enabled when filling the field "Dataset name".

Document expires?
When checked, this option determines that the form will expire on the date entered in the field "Valid until". If not, the form does not expire and the date entered in the field "Valid until" is not considered. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel – is checked.

Expiration period
Time - in days - within which the form will expire.

Valid from 
Date from which the form will be available for users to answer it - according to their access permissions. This date allows the form’s author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the form is valid only as of a future date, it is displayed to the author with a red arrow that represents that is a future document. The future publication date cannot be less than the current date and the future publication does not send notification e-mails (approval, new version/review of the document etc.).

Valid until
The date from which the form will be considered expired when the option "Document expires?" is checked. The expiration date is suggested considering the field "Document expiration days" – from the Parameters feature under the General tab of the Control Panel – if it has a set value. If the field "Document expires" of that feature is not checked, that date is disregarded.

Version/review
Number of the start version/review of the form being posted. This field is only enabled when adding a form and when the "Manual control of the start version" field of the Parameters feature under the General tab in the Control panel is checked. When the Control panel field is not checked, the version/review "1000" is automatically assigned to the form, and you cannot change it. This field format is numeric (999,999) and the first three numbers represent the version and the other three represent the review. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.

Icon type
Graphic element to represent the form.

Allow more than one form record per user
When checked, this option determines that a user can reply to the same form more than once, if necessary.

Version/review description
Description for the current form version/review.

Comment
Brief description with relevant information about the form.

Tags
Labels assigned to the form for easy searching later.

Required information:

Use default description
When checked, it determines that the description of the form records is the default one, that is, the date on which it was replied to and the name of the user who replied to it.

Change all active form records to the last update date
When checked, it determines that the description of the active form records will be changed to the default description (date + user who answered the form) considering the date of the last update made to the form record. This option is displayed only when you check the option "Use default description" as you edit the properties of a form that until then used a field as description of its records.

Change the description in all active form records
When checked, it determines that the description of all active form records will be changed in order to contain the value of the selected field, replacing the default description. This option is displayed only when you uncheck the option "Use default description" as you edit the properties of a form that until then used the default description in its records.

Select a field for form registration description
Field to be the description of the form records. The fields on the form are only enabled for selection when the field "Use default description" is unchecked.

This tab is only displayed if the folder in which the document is being created does not have approval criteria. For more information about the procedure, see Define approval criteria for folder or document.

For more information about the procedure, see Define security criteria for folder or document.

To exclude a dataset that has been added, simply click on the bin icon, located to the right of the dataset name.

Clicking on this option opens a window in which you can request additional permissions for the form. For more information, see Request additional permission for a folder or document.

Clicking on this option opens a window in which you can view the form attachments. For more information, see View document attachments.

The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted.

To view the content of a folder sorted by its priority, simply click on the Priority column. 

For more information about the Favorites feature, see Define folder or document as favorite. 

Clicking on this option opens a window in which you can edit the form. For more information, see Create new form

When editing a document a new field is displayed on this tab:

Version control
Version control form applied to the document. The available options are:

• New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review.
• New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
• Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document.

Clicking on this option opens a window in which you can restore an older version of the form. For more information, see Restore document version.

Clicking on this option opens a window in which you can finish creating a mirror document of the form. For more information, see Mirror document.

Clicking on this option opens the window in which you can change the properties of multiple form records in bulk. For more information, see Changing documents in bulk.

Clicking on this option opens the window in which you can define the data by which the form records will be filtered. For more information, see Filter content of a folder or form.

Clicking on this option opens the Priority column, next to the Code column, in which you can view and define a numerical priority for the form records, as well as sorting them by priority. To do that, simply click on the column to sort the content.

Clicking on this option hides the Priority column for the form records.

Clicking on this option opens a window in which you can add a form record. For more information, see Form record.

Clicking on this option opens a message stating that the form has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the form in the folder will be freed only when the form is deleted from the Bin. For more information on how to restore or definitively delete the form from the platform, go to the Bin.