Árvore de páginas

Você está vendo a versão antiga da página. Ver a versão atual.

Comparar com o atual Ver Histórico da Página

« Anterior Versão 16 Próxima »

Index


Speaking of advanced documents...

The advanced mode of document creation allows you to define several properties for them, as well as approval and security criteria.



Fields of advanced document


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 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 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 Parameters feature in the Control Panel. The notification will be displayed to the document author.

For the notification to be sent, there must be a Document expiration task in task scheduler.

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. 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.). 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.

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 Parameters feature in the Control Panel – when it has any value set. If the field "Document expires" of that feature is not checked, that date is disregarded. Quando o documento estiver expirado, ele será apresentado na cor vermelha e com o ícone .

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 Parameters feature in the Control Panel 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.



Please note!

This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.

  • Sem rótulos