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The Documents item allows viewing and browsing through a folder and document interface. This interface is called Document Browsing. In addition to viewing, you can handle the browsing area by adding documents, forms and other types of files, and by setting security permissions and approval rules. It is important to note that users can only access documents on which they have permission.

The Document environment offers features such as:

  • Add new folder: a feature used for organizing files posted in document browsing;
  • Add new document: a feature for posting documents, for example, via the Load files in Document Browsing button or by dragging and dropping the file on the browser window;
  • Add new form: an option for posting HTML forms used for filling out standardized information. The posted forms can be linked to processes;
  • Actions: regular features for handling documents, such as copy, cut, paste, delete, etc.;
  • Social Actions: options to socialize documents on the platform, such as comment, support and share;
  • Document view: it allows users to view the content of the documents posted in document browsing. It requires fluig Viewer to be installed and configured by the administrator;
  • Connect: an application for Windows that allows you to access the folders and documents in Document Browsing and the notification center directly from the operating system's desktop.

 

Basic Path

 

01. Select the Documents feature in the main menu.

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