Histórico da Página
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01. After clicking the New form and then Form record option on the form of your choosing, enter .
02. Enter the required information in the Publishing files tab.
0203. Click on the General information tab.
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This tab allows you to define the general information for the form record being posted. |
03. Enter the required information.
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Required information: Comment Tags Version/review description Version/review Document expires? Expiration notification period Valid from Valid until Document type Subject Icon type Author Language Notify? |
04. Click on the Related documents tab.
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This tab allows you to define the general information for the form record being posted. |
05. Click on Add.
06. Find and select the document to be related to the form record being posted.
07. Click on Confirm.
For more information, see Advanced document. |
04. Click on the Related documents tab.
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This tab allows you to link a document that has already been posted on the platform to one that is being posted. To add a related document:
To delete a 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. |
05. Click on the Approval tab and define the approval criteria for the form record08. Click on the Approval tab.
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This tab is only displayed if the form for which the form record is being created does not have approval criteria. |
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approval criteria |
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For more information about the procedure, see see Define approval criteria for folder or document. |
1006. Click on the Security tab .11. Define and define the security criteria for the form record.
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For more information about the procedure, see see Define security criteria for folder or for document. |
1207. Click on Confirm.
View a form record
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You can perform some actions when viewing the form record, such as viewing its properties, viewing social information, copying its link, among others. For more information, see View document Document view. |
Request additional permission on a form record
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01. Find the form record for which to define priority.
02.
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In the Priority column, click on the space corresponding to priority.
03. Enter a numeric priority for the form record
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and press the Enter key on the keyboard.
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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 form record priority, see Define priority for a folder or document. If the Priority column is not displayed on the form containing the record, you can enable it by following the steps in the alternative path Viewing folder content priority under Folder.. |
Perform a social action for a form record
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For more information on the social actions that can be performed for a form record in document browsing, see see Support folder or document, Comment on folder or document and Share folder or document. |
Check form record status
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01. Find the form record of which to check the status.
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For more information on the Follow feature, see Follow document. |
Define a form record as favorite
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename a form record
01. Find the form record to be renamed.
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You need to have modify permission on the form record in order to rename it.
01. Find the form record to be renamed.
02. Click on More options, located to the right of the form record namedocument name and click on Rename.
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Enter a new name or description and click on Rename.
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Clicking on this option opens a window in which you can rename the form record. For more information, see Rename folder or documentdocument. 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. |
Edit form record properties
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Clicking on this option opens a window in which you can edit the form record properties. For more information, see Edit folder or document properties. see Form record. |
Restore a form record version
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Clicking on this option opens a window in which you can restore an older version of the form record. For more information, see Restore document version. |
Mirror a form record
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01. Find and select the form record for which to create a mirror document.
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Clicking on this option opens a window in which you can finish creating a mirror document of the form record. For more information, see see Mirror document. |
Delete a form record
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01. Find and select the form record to be deleted.
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Clicking on this option opens a message stating that the form record has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. If When Quota control is active, the space occupied by the form record document in the folder will be freed only when that form record 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. |
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This documentation is valid as of the 1.5.11 update. Previous updates may contain different information than what you see on your platform. |