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Basic Path

 

01. Click Documents in the main menu.

02. Locate the document whose physical file will be updated.

03. Click More options, to the right of the document name.

04. Click Update file.

05. Drag and drop the document physical file or click Search file and select it.

06. Add the requested information to update the document physical file.

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Version control

Version control method applied to the document. Available options are:

  • New review: when selected, this option determines that all changes made will result in a new reviewed version of the current document.
  • New version: when selected, this option determines that all changes made will result in a new document version.
  • Maintain version: when selected, this option determines that the current document version will be maintained.

Describe the changes applied during the review process

Detailing of changes applied to the document physical file for history and traceability purposes.

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Note:

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07. Click Update.

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The document physical file update will only be effectively implemented if the user has permission to edit the document. 

 

 

Speaking of Document Physical File Updating...

This option allows updating the physical files of posted documents.

Users can define how changes will impact the document, whether or not a new version will be created or only a review of the current version shall apply.

Information regarding compatibility of the drag and drop option to update the document physical file with the respective browser is available on Add New Document.