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When canceling the draft for an article, the changes made while editing are discarded, and the previous version is restored, if any.
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Basic path
01. After clicking on the option New article in the location where it will be created, enter a description.
02. On the Editor tab, enter the content for the article.
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The text editor has several features, such as: |
03. Click on the Attachments tab.
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The Attachments tab allows you to upload files to the article, as well as attach any files that are posted on the platform. |
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06. If you wish, select Clear upload directory when posting.
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When checked, it determines that the files located in the upload directory will be deleted once the article is posted. |
07. Click on the General information tab and add the requested information.
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Required information: |
08. Click on the Related documents tab.
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On this tab, you can relate a document posted on the platform to the article. |
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10. Find and select the document to be related to the article.
11. Click on Confirm.
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To delete a document related to the article, simply select it and click on the Delete icon, represented by a bin and found in the Functions column. |
12. Click on the Approval tab.
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This tab is only displayed if the folder in which the article is being created does not have approval criteria. |
13. Define the approval criteria for the article, if you wish.
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For more information about the procedure, see Define approval criteria for folder or document. |
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15. Define the security criteria for the article, if you wish.
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For more information about the procedure, see Define security criteria for folder or document. |
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01. Find and click on the name of the article you wish to view.
02. View your content.
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You can perform some actions when viewing the article, such as viewing its properties, viewing social information, copying its link, among other options. For more information, see Document view. |
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03. Click on Request additional permissions, located in the table displayed with the article's general information.
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Clicking on this option opens a window in which you can request additional permissions for the article. For more information, see Request additional permission for a folder or document. |
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02. Click on View attachments, located to the right of the article name and represented by a paper clip.
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Clicking on this option opens a window in which you can view the article attachments. For more information, see View document attachments. |
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02. Enter the desired priority for the article in the Priority column.
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For more information about article priority, see Define priority for a folder or document. If the Priority column is not displayed in the folder containing the article, you can enable it by following the steps of the alternative path View folder content priority under Folder. |
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02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the article name.
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For more information about social actions that can be performed for an article in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. |
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02. Click on the Notify icon, located after the social actions area to the right of the article name.
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For more information on the Follow feature, see Follow document. |
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02. Click on the Add favorite icon, represented by a star, located below the article name.
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For more information about the Favorites feature, see Define folder or document as favorite. |
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02. Click on More options, located to the right of the article name.
03. Click on Start notes.
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This option is only displayed when the feature for creation of notes on documents is active. For information on how to activate this feature, see Messaging - PC. Clicking on this option opens the Messaging window, in which you can create notes for the document. For more information, see the alternative path Create notes in document in Messaging -H. |
Rename article
01. Find the article that you wish to rename.
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You need to have modify permission for the article in order to rename it. |
02. Click on More options, located to the right of the article name.
03. Click on Rename.
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Clicking on this option opens a window in which you can rename the article. For more information, see Rename folder or document. |
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02. Click on More options, located to the right of the article name.
03. Click on Properties.
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Clicking on this option opens a window in which you can edit the article. For more information, see Edit folder or document properties. |
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04. Click on Cancel draft.
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When clicking on this option, the content saved as a draft is deleted and the article will go back to displaying the content of the last version posted. |
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02. Click on More options, located to the right of the article name.
03. Click on Properties.
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Clicking on this option opens a window in which you can restore an older version of the article. For more information, see Restore document version. |
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02. Click on Copy, located in the action bar on the top left of the window.
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For more information on how to perform this action, see Copy and paste folder or document. |
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02. Click on Cut, located in the action bar on the top left of the window.
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For more information on how to perform this action, see Cut and paste folder or document. |
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02. Click on More, located in the action bar on the top left of the window.
03. Click on Mirror.
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Clicking on this option opens a window in which you can finish creating a mirror document of the article. For more information, see Mirror document. |
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02. Click on More, located in the action bar on the top left of the window.
03. Click on Delete.
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Clicking on this option opens a message stating that the article 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 article in the folder will be freed only when the article is deleted from the Bin. For more information on how to restore or definitively delete the article from the platform, go to the Bin. |
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