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Index

 

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.

When saving the article as a draft, you can edit it later; however, only the user who saved it (publisher) or an admin user is able to edit it. For other users that have read permission, if the content has an earlier version, the earlier version remains available for viewing while the current content is under editing. An article saved as draft is identified in document browsing by an exclamation point (!).

When canceling the draft for an article, the changes made while editing are discarded, and the previous version is restored, if any.

 

Basic path

 

01. After clicking on the option New article in the location where it will be created, enter a description.

02. On the Editor tab, enter the content for the article.

The text editor has several features, such as:
 copy, cut and paste;
 find and replace;
 form fields;
 text formatting;
 lists;
 tables;
 images;
 special characters;
• web page links;
 view of source code generated by the editor.

03. Click on the Attachments tab.

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.

04. 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.

05. Find and select the file to be attached to the article.

06. 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.

07. Click on the General information tab and add the requested information.

Required information:
Comment
Brief description with relevant information about the article.
Tags
Labels assigned to the article for easy searching later. Tags act as keywords and allow the article to be tagged in a more personal and informal manner. You can find the article by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The auto complete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#".
Version/review description
Description for the current version/review of the article.
Version/review
Number of the start version/review of the article being posted. This field is only enabled when adding an article and when the "Manual control of the start version" field of the Parameters feature under the General tab in the Control panel is checked. When the Control Panel field is not checked, the version/review "1000" is automatically assigned to the article, and you cannot change it. This field format is numeric (999,999) and the first three numbers represent the version and the other three represent the review. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed.
Create compulsory version/review
When selected, it determines that it is not possible to change the article and keep the same version/review, that is, you can only perform changes by creating a new version or its review.
Document expires?
When checked, it determines that the article will expire on the date entered in the field "Valid until". If not, the article does not expire and the date entered in the field "Valid until" is disregarded. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel - is checked.
Expiration notification period
Period of advance – in days – from which the article expiration notification will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters.
Valid from
Date from which the article will be available to users – according to their access permissions. This date allows the author of the article to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the article is valid only as of a future date, it is displayed to the author with a red arrow representing that it is a future document. The future posting date cannot be earlier than the current date and the future post does not send notification e-mail (document approval, new version/review, etc.).
Valid until
The date from which the article will be considered expired when the option "Document expires?" is checked. The expiration date is suggested considering the field "Document expiration days" – from the feature Parameters of the General tab of the Control Panel – when it has any value set. If the field "Document expires" of that feature is not checked, that date is disregarded.
Document type
Type of document to which the article belongs.
Subject
Subject to which the article is related.
Icon type
Graphic element representing the article. When the icon is not selected, it is associated with a standard icon based on the article extension (HTML).
Author
Author user of the article being created.
Language
Language to which the article will be related. The language is used to index the content and article information. Indexed information is used in searches by content. As default, the language determined is shown in the user preferences function. If it is not defined in the user profile, the standard language defined in the General Parameters of the platform is suggested.
Notify?
When checked, this option specifies that users who have the subject related to the article as a subject of interest will be notified when the article is posted.

08. Click on the Related documents tab.

On this tab, you can relate a document posted on the platform to the article.

09. Click on Add.

10. Find and select the document to be related to the article.

11. Click on Confirm.

To delete a document related to the article, simply select it and click on the Delete icon, represented by a bin and found in the Functions column.

12. Click on the Approval tab.

This tab is only displayed if the folder in which the article is being created does not have approval criteria.

13. Define the approval criteria for the article, if you wish.

For more information about the procedure, see Define approval criteria for folder or document.

14. Click on the Security tab.

15. Define the security criteria for the article, if you wish.

For more information about the procedure, see Define security criteria for folder or document.

16. 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.

 

Alternative path

 

View article

 

01. Find and click on the name of the article you wish to view.

02. View your content.

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

 

01. Find the article for which you wish to request additional permissions.

02. Place the mouse over the name of the article.

03. Click on Request additional permissions, located in the table displayed with the article's general information.

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

 

01. Find the article for which you wish to view the attachments.

02. Click on View attachments, located to the right of the article name and represented by a paper clip.

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

 

01. Find the article for which you wish to define priority.

02. Enter the desired priority for the article in the Priority column.

For more information about article priority, see Define priority for a folder or document.

If the Priority column is not displayed in the folder containing the article, you can enable it by following the steps of the alternative path View folder content priority under Folder.

 

Perform a social action for an article

 

01. Find the article 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 article name.

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

 

01. Find the article that you wish to follow.

02. Click on the Notify icon, located after the social actions area to the right of the article name.

For more information on the Follow feature, see Follow document.

 

Define article as a favorite

 

01. Find the article that you wish to define as a favorite.

02. Click on the Add favorite icon, represented by a star, located below the article name.

For more information about the Favorites feature, see Define folder or document as favorite

 

Create notes on articles

 

01. Find the article for which you wish to write a note.

02. Click on More options, located to the right of the article name.

03. Click on Start notes.

This option is only displayed when the feature for creation of notes on documents is active. For information on how to activate this feature, see Messaging - PC.

Clicking on this option opens the Messaging window, in which you can create notes for the document. For more information, see the alternative path Create notes in document in Messaging -H.

 

Rename article

 

01. Find the article that you wish to rename.

You need to have modify permission for the article in order to rename it.

02. Click on More options, located to the right of the article name.

03. Click on Rename.

Clicking on this option opens a window in which you can rename the article. For more information, see Rename folder or document.

 

Edit article

 

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.

Clicking on this option opens a window in which you can edit the article. For more information, see Edit folder or document properties

 

Cancel article draft

 

01. Find the article for which you wish to cancel the draft that was previously saved.

02. Click on More options, located to the right of the article name.

03. Click on Properties.

04. Click on Cancel draft.

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

 

01. Find the article for which you wish to restore an older version.

02. Click on More options, located to the right of the article name.

03. Click on Properties.

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

 

01. Find and select the article that you wish to copy to another location.

02. Click on Copy, located in the action bar on the top left of the window.

For more information on how to perform this action, see Copy and paste folder or document.

 

Cut article

 

01. Find and select the article that you wish to cut to another location.

02. Click on Cut, located in the action bar on the top left of the window.

For more information on how to perform this action, see Cut and paste folder or document.

 

Mirror article

 

01. Find and select the article for which you wish to create a mirror document.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Mirror.

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

 

01. Find and select the article you wish to delete.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Delete.

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.

 

 

Please note!

This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.

 

 

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