Index
Speaking of documents...
Documents are all the files posted by the user. They can be text files, images, spreadsheets, videos, etc.
To create documents, the user must have write permission in the location selected. The administrator can create documents regardless of the security defined.
Documents created using the simplified option or using drag and drop option, inherit the security, approval, and properties of the parent folder.
The upload of documents will be interrupted if the user leaves the document-browsing page while it is in progress.
It is not possible to add documents in the root folder of document browsing. Also, documents that are larger than the maximum size per file defined in platform cannot be added.
The option of creating drag and drop documents can be limited by the browser being used. You can find information on the features supported by each browser under Browser Compatibility for Drag and Drop of files.
To use drag and drop in Internet Explorer 9, you need to install the Microsoft Silverlight plug-in. In this case, when dragging files to platforms, a message warning about the installation will appear. Just follow the instructions to carry out the installation and broaden your use experience.
Internet Explorer 9 does not allow the creation of multiple documents. It is possible to create one document at a time using simplified posting.
Basic path
01. Find and click on the name of the document you wish to view.
02. View the content of the accessed document.
Alternative path
Add document
01. In the folder where you wish to create the document, click on Upload files, located in the action bar on the top left of the window.
02. Find and select the document to be uploaded.
03. View the upload status and, subsequently, the posted document.
Add document – drag and drop
01. In the location where you wish to create the document, drag the desired document from its location and drop it in the Drop your files here window, which is shown in document browsing when performing the drag and drop action.
Add document – advanced
01. In the location where you wish to create a document, click on More, located in the action bar on the top left of the window.
02. Click on New document (advanced).
Request additional permission for a document
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.
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.
Hold a meeting about the document
01. Find the document about which you wish to start a meeting.
02. Click on New meeting, located to the right of the document name and represented by an orange icon.
03. Enter the users that must attend the meeting.
04. Click on Start.
Define priority for a document
01. Find the document for which you wish to define priority.
02. Enter the desired priority for the document in the Priority column.
Perform a social action for a document
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.
Follow document
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.
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.
Create notes on documents
01. Find the document for which you wish to write a note.
02. Click on More options, located to the right of the document name.
03. Click on Start notes.
Rename document
01. Find the document that you wish to rename.
02. Click on More options, located to the right of the document name.
03. Click on Rename.
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.
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.
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.
Edit document properties
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.
Restore document version
01. Find the document for which you wish to restore an older version.
02. Click on More options, located to the right of the document name.
03. Click on Properties.
Copy documents
01. Find and select the document that you wish to copy to another location.
02. Click on Copy, located in the action bar on the top left of the window.
Cut document
01. Find and select the document that you wish to cut to another location.
02. Click on Cut, located in the action bar on the top left of the window.
Mirror document
01. Find and select the document 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.
Print a controlled copy of the document
01. Find and select the document for which you wish to print a controlled copy.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Print controlled copy.
Delete document
01. Find and select the document you wish to delete.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Delete.
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.