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  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

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Painel

This tab allows you to define the general information for the form record being posted. For more information, see Platform ❙ Document properties.

04. Click on the Related documents tab.

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Painel

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

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Painel

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

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Painel

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 Platform ❙ Document view.



Request additional permission on a form record

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Painel

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



Define priority for a form record

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Painel

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



Check form record status

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Painel

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



Define a form record as favorite

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Painel

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



Rename a form record

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You need to have modify permission on the form record in order to rename it.

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