Documents

Introduction to the Document Management module
Objective This article aims to present the operation of the Documents module, demonstrating how the control of internal and external documents is perfor...
Tue, 23 Jun, 2026 at 10:20 AM
View the Documents dashboard
Objective In this article you will learn how to view the Document Management module dashboard , use the available filters, and interpret the displayed ind...
Fri, 31 Jul, 2026 at 3:49 PM
Register internal document category
Objective The document category is a mandatory field used to facilitate the organization and location of documents. Therefore, the name and settings applie...
Thu, 13 Aug, 2026 at 10:08 AM
Edit internal document category
Objective  The system allows document categories to be edited, enabling their settings to be updated whenever necessary. Prerequisites ...
Thu, 25 Jun, 2026 at 4:59 PM
Delete internal document category
Objective Where necessary, the system allows categories to be deleted, ensuring that incorrect or obsolete records are no longer available for use. Pr...
Fri, 26 Jun, 2026 at 11:20 AM
Registering a New Document
Objective The Internal Documents registration feature allows you to create internally generated documents in the system through four steps: Information,...
Wed, 5 Aug, 2026 at 2:53 PM
Registering a Document with an Expiration Date
The Documents module allows you to register your document by defining its validity period or selecting a specific expiration date. To do this, follow the st...
Tue, 15 Jul, 2025 at 2:58 PM
Edit internal document
Objective The Documents module allows editing the document registration whenever necessary, to adjust information that was erroneously registered in t...
Tue, 23 Jun, 2026 at 10:16 AM
Deactivate internal document
Objective The Document Management module allows documents to be inactivated so they are no longer used due to discontinuation. Prerequisites If your use...
Fri, 5 Jun, 2026 at 3:08 PM
Reactivate Internal Document
Objective This article explains how to reactivate internal documents that were previously deactivated.  Step-by-step Access the Search menu, ...
Fri, 5 Jun, 2026 at 3:33 PM