Documents

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...
Wed, 20 Aug, 2025 at 4:22 PM
Create file
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
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
Approving a document
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
Tasks Screen Details
Upon logging into the system, you will be directed to the tasks screen. Through this screen, it will be possible to track your pending items related to the ...
Fri, 18 Jul, 2025 at 11:28 AM
Consulting a document
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
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
Document Details
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
Download a Document
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
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