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Speaking of getting the folder's main list...

The main list of a folder is a list containing all of its documents, and may also list the documents contained in its sub-folders, if so defined.

The characteristics of the documents that should be considered when generating the main list can be determined. For example, the user can choose to display documents with an expiration date, in order to find out which have already expired and which are about to expire.

This resource can also be used as a report to be submitted as a requirement for obtaining the ISO certificate. The fields in the generated list are selected by the user, as long as the user has the necessary permission on the folders, and are later displayed in the main list. If a particular field is not present in the main list generation options, you can also generate a custom report that can be exported to Excel format.

For more information, see Desenvolvimento de relatórios.


Get the folder's main list

The main list can only be generated by users with administrator permissions.

01. Select the folders to be shown on the main list.

02. After clicking on the option Main list, found under More in the action bar on the top left of the window.

03. Define the data that should be considered when generating the main list.

Required information:

Displays documents in sub-folders
When checked, this option determines that the documents in sub-folders of the selected folder will be displayed on the main list.

Displays expired documents
When checked, this option determines that the documents with an expiration date that are expired will be displayed on the main list.

Displays unreleased documents
When checked, this option determines that the documents that have not yet been released, i.e., which have an expiration date later than the current date will be displayed on the main list.

Displays approval history
When checked, this option determines that the approval history of documents that require approval will be displayed on the main list.

Displays controlled copy log
When checked, this option determines that the controlled copy log of documents will be displayed.

Displays quota consumed
When checked, determines this option determines that the storage quota consumption data for the folder will be displayed. This option is only displayed when Quota control is enabled.

Document type
Type of document should be displayed in the main list of the folder.

Approval status
Current approval status of documents that must be considered when displaying the documents on the main list.

Posted by
Publisher user that must be considered when displaying the documents on the folder's master list.

04. Click on Create list.

A new screen will open with the requested data.

The main list can be printed by selecting Print. 



Please note!

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.