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Speaking of use policy...

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Use policy is a platform feature that allows to add documents, either in PDF format or articles posted in the platform – in communities or document browsing –, established as the company’s use policy.

It is possible to add a single default document – visible to all languages supported by the platform – or a document for each language. It is also possible to mark it as a document that required consent, in order for it to be presented to all users as a Consent form.

After the company’s use policy is configured, it can be viewed by users through the Use Policy link, located on the bottom section of the platform.

It is important to note that documents assigned as use policy are automatically made available to all platform users.

View all use policies

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01. In the main menu, click Control Panel, then check People container and click Use policy.

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Basic path

01. From the main menu, click Control panel.

02. Click the General tab.

03. Click Use Policy.

04. View all existing use policy documents.

Alternative paths

Add documents to the use policy

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01. Click Add in the Manage use policy window In the Use policy screen, click Add.

02. Click Select.

03. Locate and select the document to be established as the use policy.

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Only PDF files or articles posted in the platform as use policy can be added in this section.

04. Define other requested information.

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The requested information is: Select the document language Language in which the document will be displayed as the use policy. English Portuguese Spanish It is not possible to select more than one use policy per language. Do you wish to display this document as a consent form? By selecting this option, the document is presented for acceptance in the first login of each user. Learn more about this feature in the Consent form help section. Painel If the platform is integrated to TOTVS Identity, this option is not presented, since the term must be configured directly in Identity, through the Security tab. We recommend having a legal expert review the consent form before disclosing it to users. Select as default document? By selecting this option, the document will be viewed by all languages supported by the platform, eliminating the need to add a specific document for each language.

05. Click on

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Confirm.

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The document added to the use policy is automatically made available to all platform users.

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If the document is indicated as a consent form, all users (including administrators) must accept the term in order to access the platform. After saving, it may take a few minutes for the term to be presented to all users.

View use policy document

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01. Select In the Use policy screen, select the document to be viewed in the Manage use policy window.

02. Click View.

03. View the use policy document.

 

Delete use policy document

 

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It is also possible to view the document selected for use policy in the link provided in the Document column.

Edit use policy document

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^{This configuration refers to the use policy record. To make changes to the document or article linked to the use policy, edit it via document browsing. If the document is defined as a consent form, each new version or review will require acceptance by all users accessing the platform.} 

01. In the Use policy screen, select the document to be edited.

02. Click Edit.

03. Edit information related to the use policy document.

04. Click Confirm. 

Delete use policy document

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01. In the Use policy screen, select the document to be deleted.01. Select the document to be deleted in the Manage use policy window.

02. Click Remove.

Speaking of use policy...

Use policy is a platform feature that allows the company administrator to add documents, either in PDF format or articles posted in the platform – in communities or document browsing –, established as the company’s use policy.

Administrators can add a single default document – visible to all languages supported by the platform – or a document for each language.

After the company’s use policy is configured, it can be viewed by users through the Use Policy link, located on the bottom section of the platform.

It is important to note that documents assigned as use policy are automatically made available to all platform users.

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