Documents

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
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
Elaborate a Document
To elaborate a document, follow the steps below: On the Tasks screen, under the Elaboration tab, locate the desired document and click on it: I...
Fri, 25 Jul, 2025 at 12:08 PM
Evaluate the request for document deactivation
When a user who is not responsible for the document requests its deactivation, the system will generate a pending request for a decision, in other words, th...
Fri, 25 Jul, 2025 at 5:22 PM
How to export the master document list
The system allows exporting the master document list to an Excel file, so you can consult all documents in this file and perform the necessary controls. To ...
Wed, 9 Jul, 2025 at 2:53 PM
Mandatory reading control
First, to add mandatory reading to a new document or to an already registered document, you need to go to step 4 of the registration process, the "Conf...
Tue, 15 Jul, 2025 at 10:58 AM
Pending Copy Printing Task
When the document is updated, has the "Notify user when controlled copy is updated" setting enabled in the document's registration, and there...
Wed, 23 Jul, 2025 at 10:50 AM
Print Controlled Copy
The Documents module allows for the control of distributed physical copies through the printing of controlled copies. To print a controlled copy, follow the...
Tue, 15 Jul, 2025 at 4:22 PM
Print Uncontrolled Copy
If you have documents that do not require control but need to be printed, the Documents module allows you to print uncontrolled copies. To do this, follow t...
Tue, 15 Jul, 2025 at 4:18 PM
Proofread a Document
When the user receives a proofreading pending task, it will be available on the system's home screen under the Elaboration tab, as shown in the screensh...
Wed, 16 Jul, 2025 at 10:44 AM