Clicking on this option opens the window in which you can add a report.

Click on Choose files to select a report from the workstation or Copy ECM file to select a report that has already been posted on the platform.

This tab allows you to transfer the report from a workstation to the platform. That transference, which is called upload, is required because, in order to post a report, it must be initially written in the area used for the files to be posted. Although this is a single directory determined in General parameters, the platform automatically creates an upload area for each user in this directory. According to this configuration, each user views only the documents within their upload area.

Find and select the report to be posted. Select the extension file rptdesign from the report as the main one.

Select Clear upload directory after posting it (optional). When it is checked, the files located in the upload directory will be deleted once the document is posted.

For more information about the procedure, see Advanced document.

Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document.

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

To add a related document:

1. Click on Add.
2. Find and select the document to be related.
3. Click on Confirm.

To delete a related document:

1. Click the  icon for the related document.

When there is a related document, the user can access its properties by clicking Document actions > View properties. You will then be able to click on the document in question in the Related document list area and view it.

This tab is only displayed if the folder in which the report is being created does not have approval criteria. For more information about the procedure, see Define approval criteria for folder or document.

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

You can perform some actions when viewing the report, such as viewing its properties, viewing social information, copying its link, among others. For more information, see Document view.

Clicking on this option opens a window in which you can request additional permissions on the report. For more information, see Request additional permission for a folder or document.

Clicking on this option opens a window in which you can view the report attachments. For more information, see View document attachments.

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. 

For more information on social actions that can be performed for a report in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. 

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

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

Clicking on this option opens a window in which you can rename the document.

Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension.

Clicking on this option opens a window in which you can edit the report properties.

For more information, see Report.

Version control
Version control form applied to the document. The available options are:

• New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review.
• New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
• Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document.

Clicking on this option opens a window in which you can restore an older version of the report. For more information, see Restore document version.

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

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

Clicking on this option opens a window in which you can finish creating a mirror document of the report. For more information, see Mirror document.

Clicking on this option opens a message stating that the report has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. 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 document in the folder will be freed only when the document is deleted from the Bin. For more information on how to restore or definitively delete the document from the platform, go to the Bin.