To elaborate a document, follow the steps below:
On the Tasks screen, under the Elaboration tab, locate the desired document and click on it:
If you registered your document with a specific validity, when the pending task screen opens, the "Valid until" field will be displayed for you to enter the document's expiration date:
On this same screen, you can insert a file with your elaborated document, create the file to send to the next step, or insert a video.
To Create File, access this article to check the step-by-step instructions.
To insert a video, click on the option Insert Video:
A browser window will open. Locate the document file on your computer and select it:
You can then view the inserted file by clicking the Open option:
On the next screen, a PDF preview of the document file being elaborated will be displayed. On this screen, you can customize the document's view as described below:
- Enlarge View: This button allows you to enlarge the document's view.
- Standard Size: Use this option to return to the document's standard view size.
- Rotate Document: This button allows you to rotate the document's view.
- Zoom Out: This button allows you to zoom out on the document's view.
- Zoom In: Use this option to zoom in on the document's view.
- Current Page: This option displays the current page of the document being viewed.
To exit the document preview screen and return to the elaboration screen, click Close or Back, located respectively on the upper right and upper left side of the screen.
If you wish to delete the inserted file to add another, click the trash can icon next to the Open option:
It is also possible to edit the document's registration information by clicking the Edit details button, but to perform this action, you must have the permission enabled in your user role. This article details this permission.
Clicking this option will direct you to the document registration screen, where you can make the necessary changes. Click this article for more details.
On this screen, you can also insert attachment files for the document. To do so, click the Insert Attachment button or drag the file to the area illustrated below:
If the internal document has another associated document, the system will display which document it is associated with, and you can also view it by clicking on it.
After all document information has been filled in, click the Finish Step button to send the document to the next revision stage.
If you wish to exit the screen without concluding the document elaboration, click the Cancel button.
The system will then inform you that the document has been elaborated and will proceed to the next step. To return to the tasks screen, click Go to Tasks.
Email Notifications
When the responsible user finalizes the document registration, the elaborator will receive an email notifying them of this pending task, as shown below:
