Histórico da Página
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A document can be created to present the company’s Use policy, as well as a Platform ❙ Consent form to be accepted by all users accessing the platform. |
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Most of the information requested in this tab is common in all documents, so it can be checked in the Document properties documentation. Allows download and printing? Update properties of a controlled copy? Use internal viewer? Watermark Customized fields |
06. 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. |
07. 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. |
08. 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. |
09. Click on Confirm.
Request additional permission for a document
06. Click on the Related documents tab.
| Painel |
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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. |
07. Click on the Approval tab and define the approval criteria for the document.
| Painel |
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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. |
08. Click on the Security tab and define the security criteria for the document.
| Painel |
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For more information about the procedure, see Define security criteria for folder or document. |
09. Click on Confirm.
Request additional permission for a document
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This option is presented only to users who are not administrators.
01. Find the document for which you wish to request additional permissions.
02. Place the mouse over the document name.
03. Click on Request additional permissions, located in the table displayed with the document's general information.
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Clicking on this option opens a window in which you can request additional permissions for the document. For more information, see Request additional permission for a folder or document. |
View document attachments
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01. Find the document for which you wish to view the attachments.
02. Click on View attachments, located to the right of the document name and represented by a paper clip.
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Clicking on this option opens a window in which you can view the document attachments. For more information, see View document attachments. |
Define priority for a document
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To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content itemThis option is presented only to users who are not administrators.
01. Find the document for which you wish to request additional permissionsdefine priority.
02. Place the mouse over the document name In the Priority column, click on the space corresponding to priority.
03. Click on Request additional permissions, located in the table displayed with the document's general information.
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Clicking on this option opens a window in which you can request additional permissions for the document. For more information, see Request additional permission for a folder or document. |
View document attachments
01. Find the document for which you wish to view the attachments.
02. Click on View attachments, located to the right of the document name and represented by a paper clip.
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Clicking on this option opens a window in which you can view the document attachments. For more information, see View document attachments. |
Define priority for a document
To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.
01. Find the document for which you wish to define priority.
02. In the Priority column, click on the space corresponding to priority.
03. Enter a numeric priority for the document and press the Enter key on the keyboard.
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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. |
Perform a social action for a document
Enter a numeric priority for the document and press the Enter key on the keyboard.
| Painel |
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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. |
Perform a social action for a document
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To perform this action, the user must have read permission at the chosen location.
01. Find the document for which you wish to perform a social action.
02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the document name.
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For more information about social actions that can be performed for a document in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. |
Follow document
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Folders or forms cannot be followed; therefore, this action cannot be performed for the existing content in the root folder.
01. Find the document that you wish to follow.
02. Click on the Notify icon, located after the social actions area to the right of the document name.
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For more information on the Follow feature, see Follow document. |
Define document as favorite
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01. Find the document that you wish to define as a favorite.
02. Click on the Add favorite icon, represented by a star, located below the document name.
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename document
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To perform this action, the user must have read modify permission at the chosen location.
01. Find the document for which that you wish to perform a social actionrename.
02. Click on the icon corresponding to the desired social action, located in the social actions area, 
More options, located to the right of the document name .
| Painel |
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For more information about social actions that can be performed for a document in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. |
Follow document
Folders or forms cannot be followed; therefore, this action cannot be performed for the existing content in the root folder.
01. Find the document that you wish to follow.
02. Click on the Notify icon, located after the social actions area to the right of the document name.
| Painel |
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For more information on the Follow feature, see Follow document. |
Define document as favorite
01. Find the document that you wish to define as a favorite.
02. Click on the Add favorite icon, represented by a star, located below the document name.
| Painel |
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename document
To perform this action, the user must have modify permission at the chosen location.
01. Find the document that you wish to rename.
02. Click on More options, located to the right of the document name and click on Rename.
03. Enter a new name or description and click on Rename.
| Painel |
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Update document physical file
01. Find and select the document for which you wish to update the physical file.
02. Click on More options, located to the right of the document name.
03. Click Update file.
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Clicking on this option opens a window in which you can update the physical file of the document. For more information, see Update physical file of document. |
Edit document content
01. Find the document for which you wish to edit the content.
02. Click on More options, located to the right of the document name.
03. Click on Edit content.
04. In the message displayed, click on Yes to check-out the document.
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You must check-out a document before editing it, otherwise you cannot change its content. For more information, see Check-out document. When confirming the document check-out, you can choose the application with which you wish to edit the document. For more information, see Edit content of document. If the Collaborative editing feature is active on the platform, the message presented displays two editing options. To continue with the traditional editing, click on Webdav. If you wish to use the collaborative editing feature, click on Google Drive. |
Download the document
01. Find the document that you wish to download.
02. Click on More options, located to the right of the document name.
03. Click on Download.
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The Download option is also available under More, located in the action bar on the top left of the window. Clicking on this option opens a message confirming the download. For more information about the download and where to find the downloaded document, see Download folder or document. |
Edit document properties
and click on Rename.
03. Enter a new name or description and click on Rename.
| Painel |
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Update document physical file
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01. Find and select 01. Find the document for which you wish to edit update the propertiesphysical file.
02. Click on More options, located to the right of the document name.
03. Click on Properties Update file.
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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
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opens a window in which you can update the physical file of the document. For more information, see Update physical file of document. |
Edit document content
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01. Find the document for which you wish to edit the content.
02. Click on More options, located to the right of the document name.
03. Click on Edit content.
04. In the message displayed, click on Yes to check-out the document.
| Painel |
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You must check-out a document before editing it, otherwise you cannot change its content. For more information, see Check-out document. When confirming the document check-out, you can choose the application with which you wish to edit the document. For more information, see Edit content of document. If the Collaborative editing feature is active on the platform, the message presented displays two editing options. To continue with the traditional editing, click on Webdav. If you wish to use the collaborative editing feature, click on Google Drive. |
Download the document
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01. Find the document that you wish to download.
02. Click on More options, located to the right of the document name.
03. Click on Download.
| Painel |
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The Download option is also available under More, located in the action bar on the top left of the window. Clicking on this option opens a message confirming the download. For more information about the download and where to find the downloaded document, see Download folder or document. |
Edit document properties
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01. Find the document for which you wish to edit the properties.
02. Click on More options, located to the right of the document name.
03. Click on Properties.
04. Edit the properties which you wish.
| Painel |
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Most of the information requested in this tab is common in all documents, so it can be checked in the Document properties documentation. |
05. Click on Confirm.
Restore document version
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