Documents

Protheus system manages company documents including preparation, review, acceptance, ratification and other processes.

Important:

• Parameter MV_QATEXTO enables you to work with Documents control in an exclusive way.
• Logged in users will have access to Documents once their nickname are equal to User registered in Configurator in Users Passwords.

Procedures

To add documents:

1. On Documents maintenance window, select Add.

System displays add window subdivided into folders to enable information management:

• Folder Documents - To Add
• Folder Options
2. To define users responsible for documents distribution click Distributors and fill out fields according to field help instructions.
3. To finish inclusion click To Finish Document in Folder Options after filling data required.
4. System displays question Finish Document?

Answer Yes and confirm it.

Important:

If information such as document, people in charge, addressee definition and others are not duly registered, System will not allow you to finish document. You will have to select Let Document Pending until information is collected and entered in register.
5. You can select in menu:
• To Duplicate
• To Generate Review
• Detail
6. Document canceling must follow some configuration in Cancel.

Important:

• System enables you to use external document in any extent. To view it software must be installed.
• Parameter MV_QBLQMSG informs you if it is mandatory to attach external documents in Documents:

1 = Yes (System forces you to attach external documents);

2 = No (System does not force you to attach external documents);

• If configured, System sends e-mail to users.
• These documents are classified according to Caption in menu that identifies documents status.

See also

To query Documents Register, see table QDH - Documents, item To Query Generic Registers.

To check registers used in this routine, see items:

• Users in Documents Control environment - Users
• Users Passwords in environment Configurator - Users Password 
To check registered Documents, see report printing in items:
• To Re-issue Documents
• Summarized Master List of Documents
• Complete Master List of Documents
• Master List of Documents by Department
• Documents List

 

To query documents, see Text Research.