Árvore de páginas

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Painel

For more information about the procedure, see Platform ❙ Document properties.

06. Click on the Related documents tab.

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Painel

This tab is only displayed if the folder in which the report 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

You can perform some actions when viewing the report, 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 report

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Painel

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


View report attachments

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01. Find the report containing the attachments to be viewed.

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Painel

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


Define priority for a report

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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 report for which to define priority.

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Painel

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


Follow report

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01. Find the report that you wish to follow.

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Painel

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


Define a report as favorite

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Painel

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


Rename a report

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

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Painel

Clicking on this option opens a window in which you can edit the report properties. For more information, see Platform ❙ Document properties.

05. Click on Confirm.

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Painel

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


Copy a report

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01. Find and select the report to be copied to another location.

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Painel

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


Cut a report

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01. Find and select the report to be cut to another location.

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Painel

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


Mirror a report

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01. Find and select the report of which to create a mirror document.

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Painel

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


Delete a report

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01. Find and select the report to be deleted.

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Painel

Clicking on this option opens a message stating that the report has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. 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 document in the folder will be freed only when 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.



Informações
titleAttention!

This documentation is valid as of the Lake (1.7.0) update. Previous updates may contain different information than what you see on your platform.

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