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Speaking of articles...
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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.
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An article can be created to present the company’s Use policy, as well as a Consent form to be accepted by all users accessing the platform. |
Create new article
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01. After clicking on the option New article in the location where it will be created, enter a description In the location where you wish to create an article, click on New, located in the action bar on the top left of the window.
02. Click on Article.
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Clicking on this option opens the window in which you can add a document in advanced mode, i.e., which allows you to define the document properties. |
03. Enter a description that identifies the new article.
04.02. On the Editor tab, enter the content for the article.
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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. |
0305. Click on the Attachments tab.
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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. |
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to attach a file from your workstation or |
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to attach a file that is already posted on the platform. |
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Find and select the file to be attached to the article. |
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If you wish, select Clear upload directory when posting. |
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When checked, it determines that the files located in the upload directory will be deleted once the article is posted. |
0706. Click on the General information tab and add the requested information.
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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. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.
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. |
For more information, see Advanced document. |
07. 08. Click on the Related documents tab.
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On this tab, you can relate a document posted on the platform to the article. |
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To add a related document: - Click on Add.
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- Find and select the document to be related
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- on Confirm.
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To delete a related document: - Click the
 Image Added icon for the related document.
When there is a related to the article, simply select it and click on the Delete icon, represented by a bin and found in the Functions column.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. |
08. 12. Click on the Approval tab and define the approval criteria for the article, if you wish.
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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.
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For more information about the procedure, see Define approval criteria for folder or document. |
1409. Click on the Security tab.15. Define tab and define the security criteria for the article, if you wish.
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For more information about the procedure, see Define security criteria for folder or document. |
1610. 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.
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