Documents

Dashboard - Document Management
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
Register Document Category
To register a document category, it's important to consider that it will be used to facilitate the organization and retrieval of documents. Therefore, t...
Wed, 23 Jul, 2025 at 11:15 AM
Edit Document Category
When necessary, the system allows you to edit document categories. To make edits, follow the steps below:  On the home screen, locate and click the New ...
Fri, 25 Jul, 2025 at 8:44 AM
Delete category
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
Registering a New Document
To register a new document, follow the steps below. Click on the New Document menu: Next, the screen to enter the document information will be displ...
Wed, 23 Jul, 2025 at 11:02 AM
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 a document
The Document Management module allows editing of document records whenever necessary. However, to make changes, you must have this permission enabled in you...
Thu, 10 Jul, 2025 at 10:48 AM
Deactivate document
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
Reactivate a document
The system allows a previously deactivated document to be reactivated; however, only the user who originally created the document will be able to perform th...
Fri, 11 Jul, 2025 at 11:19 AM
Delete document
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