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Painel

Most of the information requested in this tab is common in all documents, so it can be checked in the Advanced document Document properties documentation.

Allows download and printing?
When checked, this option determines that the document allows its content to be downloaded and printed by users who have permission to do so, i.e., the Download and printing option under the document's Security tab is checked for a user or a group to which the user belongs.

Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document.

Use internal viewer?
When checked, this option determines that the document will be displayed in the platform's internal viewer. By default, this field is marked and the documents are displayed in the internal viewer. This field is only enabled for change when it is configured that it should not be inherited from the parent folder.

Customized fields
Click on Add field,to add custom fields to the document, if desired. These fields are registered in the Customizes fields feature of the Control Panel.

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Painel

Clicking on this option opens a window in which you can edit the document properties.

The fields are the same as those displayed in the Add document - advanced, but when editing a document a new field is displayed in the General information 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 It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content.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.

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