This tab allows you to transfer the document from a workstation to the platform. This upload is required, because in order to post a document, it must be initially written in the area used for the files to be posted. Although this is a single directory determined in General parameters, the platform automatically creates an upload area for each user in this directory. According to this configuration, each user views only the documents within their upload area.

When checked, it determines that the files located in the upload directory will be deleted once the document is posted.

This tab lets you define the general information for the document being posted.

Required information:
Comment
Brief description with relevant information about the document and its content.

Tags
Labels assigned to the document for easy searching later. Tags act as keywords and allow the document to be tagged in a more personal and informal manner. You can find the document 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 document.

Version/review
Start version/review number of the document being posted. This field is only enabled when adding a document 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 document, and cannot be changed. 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. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.

Create compulsory version/review
When selected, it determines that it is not possible to change the document and keep the same version/review, i.e., you can only make changes by creating a new version or review of the document. If this field is checked when posting the document, it remains disabled when editing the document properties.

Document expires?
When checked, it determines that the document will expire on the date entered in the field "Valid until". Otherwise, the document will not expire and the date entered in the field "Valid until" is not considered. 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. And the notification will only be displayed to the document author.

Expiration notification period
Advance period – in days – from which expiration notification for the document will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters. The notification will be displayed to the document author.

Valid from
Date from which the document will be available to users – according to their access permissions. This date allows the document's author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the document is valid only as of a future date, the author views it 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 document 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 to which the document belongs.

Subject
Subject to which the document is related.

Icon type
Graphic element representing the document. When the icon is not selected, the document is linked to a standard icon based on the file extension.

Author
Author user of the document being created.

Language
Language to which the document will be related. The language is used to index the content and document 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 document as a subject of interest will be notified when the application is posted. If the subject related to the document is a mandatory subject, all active users will be notified, regardless of whether or not it is a subject of interest to these users.

Allows download and printing?
When checked, this option determines that the document allows its content to be downloaded and printed by users who have permission to do so, i.e., the Download and printing option under the document's Security tab is checked for a user or a group to which the user belongs.

Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document.

Use internal viewer?
When checked, this option determines that the document will be displayed in the platform's internal viewer. By default, this field is marked and the documents are displayed in the internal viewer. This field is only enabled for change when it is configured that it should not be inherited from the parent folder.

This tab allows you to link a document that has already been posted on the platform to one that is being posted.

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

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

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