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Speaking of Document Physical File Updating...

This option allows updating the physical files of posted documents.

Users can define how changes will impact the document, whether or not a new version will be created or only a review of the current version shall apply.

Information regarding compatibility of the drag and drop option to update the document physical file with the respective browser is available on Add New Document.

 

Basic Path

 

01. After clicking on the option Update file, found under More options at the location where the document is posted, drag and drop the document's physical file or click on Browse, find the file and select it.

02. Add the requested information to update the document physical file.

Version control
Version control method applied to the document. Available options are:

  • New review: when selected, this option determines that the update of the physical file will result in a new reviewed version of the current document. It is normally used when the document has a slight change.
  • New version: when selected, this option determines that the update of the physical file will result in a new version of the document. It is normally used when the document has a substantial change in content.
  • Maintain version: when selected, this option determines that the current document version will be maintained. It is used when the current document is no longer valid and it is necessary to replace the current version with a new updated one. If the document requires approval, the document's previous content continue to be displayed until the new version/review is approved. This option is only displayed when the option "Create compulsory version/review" is not checked when creating the document.

Describe the changes applied during the review process
Detailing of changes applied to the document physical file for history and traceability purposes.

03. Click Update.

The document physical file update will only be effectively implemented if the user has permission to edit the document. 

 

 

Attention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

 

 

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