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Speaking of articles...
The new feature allows you to create and update information in the platform in an article format – with no need to create a document with the help from an external tool – and, later, post it in document browsing.
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An article can be created to present the company’s Use policy, as well as a Consent form to be accepted by all users accessing the platform. |
Create new article
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To perform this action, the user must have write permission at the chosen location.
01. In the location where you wish to create an article, click on New, located in the action bar on the top left of the window.
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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. The file generated for the article is in html format, thus, it is possible to attach file types JavaScript, CSS, Flash, images, among others. Click on Select file to attach a file from your workstation or Copy ECM file to attach a file that is already posted on the platform. Find and select the file to be attached to the article. If you wish, select Clear upload directory when posting. When checked, it determines that the files located in the upload directory will be deleted once the article is posted. |
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For more information, see Advanced document Document properties. |
07. Click on the Related documents 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. For more information about the procedure, see Define approval criteria for folder or document. |
09. Click on the Security tab and 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. |
10. Click on Save draft to save the article and edit it later or Post to actually post it in document browsing so that other users can view it, according to the security criteria set.
View article
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01. Find and click on the name of the article you wish to view.
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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. |
Request additional permission for an article
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This option is presented only to users who are not administrators.
01. Find the article for which you wish to request additional permissions.
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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. |
View article attachments
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01. Find the article for which you wish to view the attachments.
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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. |
Define priority for an article
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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 item.
01. Find the article for which you wish to define priority.
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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 an article
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To perform this action, the user must have read permission at the chosen location.
01. Find the article for which you wish to perform a social action.
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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. |
Follow article
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01. Find the article that you wish to follow.
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For more information on the Follow feature, see Follow document. |
Define article as a favorite
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01. Find the article that you wish to define as a favorite.
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename article
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You need to have modify permission for the article in order to rename it.
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Clicking on this option opens a window in which you can rename the article. |
Edit article
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01. Find the article that you wish to edit.
02. Click on 
More options, located to the right of the article name.
03. Click on Properties.
04. Edit the properties which you wish.
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Clicking on this option opens a window in which you can edit the article. For more information, see Advanced document. When editing a document a new field is displayed on this tab: Version control
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05. Click on Confirm.
Cancel article draft
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01. Find the article for which you wish to cancel the draft that was previously saved.
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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. |
Restore article version
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01. Find the article for which you wish to restore an older version.
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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. |
Copy article
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01. Find and select the article that you wish to copy to another location.
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For more information on how to perform this action, see Copy and paste folder or document. |
Cut article
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01. Find and select the article that you wish to cut to another location.
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For more information on how to perform this action, see Cut and paste folder or document. |
Mirror article
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01. Find and select the article for which you wish to create a mirror document.
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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. |
Delete article
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01. Find and select the article you wish to 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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This documentation is valid from the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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