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Speaking

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of articles...

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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When canceling the draft for an article, the changes made while editing are discarded, and the previous version is restored, if any.

 

Basic path

 

01. After clicking on the option New article in the location where it will be created, enter a description.

Dica
titleDid you know?

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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To perform this action, the user must have write permission at the chosen location.

01. 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.

0402. On the Editor tab, enter the content for the article.

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titleLearn more

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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Click on Select file

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 to attach a file from your workstation or

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Copy ECM file

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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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titleLearn more

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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For more

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.
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., see Document properties.

0708. Click on the Related documents tab.

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titleLearn more

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

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To add a related document:

  1. Click on Add.

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  1. Find and select the document to be related

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  1. .

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  1. Click

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  1. on Confirm.

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Learn more

To delete a related document:

  1. 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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titleLearn more

This tab is only displayed if the folder in which the article is being created does not have approval criteria.

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approval criteria

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.

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titleLearn more

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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Expandir
titleLearn more

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

1610Click 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. 

Alternative path

 


View article

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01. Find and click on the name of the article you wish to view.

02. View your content.

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titleLearn more

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

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Request additional permission for an article

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 This option is presented only to users who are not administrators.

01. Find the article for which you wish to request additional permissions.

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03. Click on Request additional permissions, located in the table displayed with the article's general information.

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titleLearn more

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

 


View article attachments

 

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01. Find the article for which you wish to view the attachments.

02. Click on View attachments, located to the right of the article name and represented by a paper clip.

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

 


Define priority for an article

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 To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.

01. Find the article for which you wish to define priority.

02. Enter the desired priority for the article in the Priority column.

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titleLearn more

For more information about article priority, see Define priority for a folder or document.

If the Priority column is not displayed in the folder containing the article, you can enable it by following the steps of the alternative path View folder content priority under Folder.

 In the Priority column, click on the space corresponding to priority.

03Enter a numeric priority for the article 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. 


Perform a social action for an article

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 To perform this action, the user must have read permission at the chosen location.

01. Find the article for which you wish to perform a social action.

02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the article name.

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titleLearn more

For more information about social actions that can be performed for an article in document browsing, see Support folder or document, Comment on folder or document and Share folder or document

 


Follow article

 

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01. Find the article that you wish to follow.

02. Click on the Notify icon, located after the social actions area to the right of the article name.

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Expandir
titleLearn more

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

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Define article as a favorite

 

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01. Find the article that you wish to define as a favorite.

02. Click on the Add favorite icon, represented by a star, located below the article name.

 

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Expandir
titleLearn more

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

 

Create notes on articles

 

01. Find the article for which you wish to write a note.

02. Click on More options, located to the right of the article name.

03. Click on Start notes.

Expandir
titleLearn more

This option is only displayed when the feature for creation of notes on documents is active. For information on how to activate this feature, see Messaging - PC.

Clicking on this option opens the Messaging window, in which you can create notes for the document. For more information, see the alternative path Create notes in document in Messaging -H.

 

Rename article

 


Rename article

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You need to have modify permission for the article in order to rename it.

01. Find the article that you wish to rename.

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titleLearn more

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to

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rename

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.

02. Click on Image AddedMore options, located to the right of the article name.

03. Click on Rename.

Expandirpanel
titleLearn more

Clicking on this option opens a window in which you can rename the article. For more information, see Rename folder or document. 


Edit article

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01. Find the article that you wish to edit.

02. Click on Image AddedMore options, located to the right of the article name.

03. Click on Properties.

04. Edit the properties which you wish.

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Clicking on this option opens a window in which you can edit the article. For more information, see Edit folder or document see Document properties. 

05. Click on Confirm. 


Cancel article draft

 

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01. Find the article for which you wish to cancel the draft that was previously saved.

02. Click on Image AddedMore options, located to the right of the article name.

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04. Click on Cancel draft.

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When clicking on this option, the content saved as a draft is deleted and the article will go back to displaying the content of the last version posted.

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Restore article version

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01. Find the article for which you wish to restore an older version.

02. Click on Image AddedMore options, located to the right of the article name.

03. Click on Properties.

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

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Copy article

 

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01. Find and select the article that you wish to copy to another location.

02. Click on Copy, located in the action bar on the top left of the window.

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Expandir
titleLearn more

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

 


Cut article

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01. Find and select the article that you wish to cut to another location.

02. Click on Cut, located in the action bar on the top left of the window.

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titleLearn more

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

 


Mirror article

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01. Find and select the article for which you wish to create a mirror document.

02. Click on More Mirror, located in the action bar on the top left of the window.

03. Click on Mirror.

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Expandir
titleLearn more

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

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Delete article

 

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01. Find and select the article you wish to delete.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Delete.

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titleLearn more

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

 

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Informações
titlePlease note!

This documentation is valid as of from the Lake (1.57.10 0) update. If you use a previous update, it may contain information different from what you see on your platform.

 

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