Objective 

Whenever necessary, a document can be shared via a link or QR code, allowing other users to directly access the document after logging into the system. 


Prerequisites

  • To view documents, the "Search documents" permission must be enabled in the user's permissions group.


    For more information on configuring permissions, click here.  


  • The recipient of the link or QR code must have access to the system and permission to view the document. 


Step by step



  1. On the home screen, under the  "Search" option ,  access the master list of documents.  To better understand how to search for a document, click here.   

  2. On the search screen, locate and click on the document you wish to share. If necessary, use the filters provided by the system to refine your search. For more details,  click here.  

  3. When you open the document, on the details screen ,  click on Share located at the bottom.



  4. The Share screen will be displayed, where you can choose between copying the document link or using the QR Code.

  5. To use the document link, click on the icon located at the end of the document.



    By copying the link, you can paste and share it however you like. 

    When you access the link, you will be directed to the system login screen, and after logging in, you will be directed straight to the document.

  6. To scan the QR code, simply point your mobile device's camera at it. Scanning the QR code will redirect you to the system login screen, and logging in will take you directly to the document.


  7. If you wish to display the QR Code on a bulletin board or other physical location, click the icon and select the desired printer.



Additional information 


The shared link does not grant access to the document. It only directs the user to the document after authentication, respecting the permissions configured in the system.