Documents
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
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
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
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
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
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
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
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
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
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