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Speaking of advanced documents
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The advanced mode of document creation allows you to define several properties for them, as well as approval and security criteria.
Create new document (advanced)
01. After clicking on the New document (advanced) option in the desired location, enter a description that identifies the new document.
02. In the Publishing files tab, 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.
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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. |
03. Find and select the document to be posted.
04. If there is more than one file, select the main file and designate which ones will be its attachments.
05. 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 document is posted. |
06. Click on the General information tab.
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This tab lets you define the general information for the document being posted. |
07. Enter the required information.
Fields of advanced document
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Required information:
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Required information: Tags Version/review description Version/review Create compulsory version/review Document expires? Expiration notification period
Valid from Valid until Document type Subject Icon type Author Language Notify? Allows download and printing? Update properties of a controlled copy? Use internal viewer? |
08. Click on Add field, located in the Customized fields table under the General information tab to add custom fields to the document, if desired.
09. Select the field that will be related to the document.
10. Click on Select.
11. Click on the Related documents tab.
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This tab allows you to link a document that has already been posted on the platform to one that is being posted. To add a related document:
To delete a related document:
When there is a related document, the user can access its properties by clicking Document actions > View properties. You will then be able to click on the document in question in the Related document list area and view it. |
12. Click on the Approval tab and define the approval criteria for the document.
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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. |
13. Click on the Security tab and define the security criteria for the document.
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For more information about the procedure, see Define security criteria for folder or document. |
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This documentation is valid as of the Liquid (1.6.5) update. If you use a previous update, it may contain information different from what you see on your platform. |