Documents
We’ve implemented the Activity Records feature, which allows you to view logs with the history of changes made in the Documents module. With this feature, y...
Tue, 15 Jul, 2025 at 11:12 AM
To approve a document, follow the steps below: Access the Tasks menu and, under the Elaboration tab, locate the pending item to approve the document. ...
Fri, 25 Jul, 2025 at 3:47 PM
The query tool in the Document Management module allows for faster document viewing, and it's possible to refine the search using the available filters....
Wed, 9 Jul, 2025 at 3:17 PM
n the drafting stage of a document, it is possible to either upload an already prepared file or create a file within the system. To create a file, durin...
Thu, 24 Jul, 2025 at 2:04 PM
The dashboard for the Document Management module was developed to make it easier for users to view the most important data related to documents registered i...
Mon, 7 Jul, 2025 at 10:06 AM
The Document Management module allows the deactivation of a document so that it is no longer used due to its discontinuation. If your user is not respon...
Thu, 24 Jul, 2025 at 3:12 PM
To delete the document category, you must have this permission enabled for your user level. For more details, check out this article. To delete the doc...
Thu, 10 Jul, 2025 at 9:50 AM
Whenever necessary, the system allows documents to be deleted. However, to perform deletions, your user level must have the appropriate permission enabled. ...
Fri, 11 Jul, 2025 at 5:24 PM
On the document details screen, you can consult specific information about the document, such as the people responsible for each review stage, users who vie...
Fri, 25 Jul, 2025 at 10:26 AM
Whenever necessary, the system allows document files to be downloaded in the same format they were uploaded. However, to perform downloads, your user level ...
Wed, 16 Jul, 2025 at 9:32 AM