Documents

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
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
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
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
Request deactivation of a document
The Document Management module allows for the deactivation of a document so that it is no longer used due to its discontinuation. If your user is respon...
Thu, 24 Jul, 2025 at 2:11 PM
Request document review
The Document Management module allows you to request a document review whenever necessary, with the goal of keeping its content up to date. Therefore, to re...
Fri, 11 Jul, 2025 at 3:37 PM
Request Review of Associated Document
The functionality for requesting a review of associated documents ensures that all documents impacted by a main document are evaluated when it undergoes rel...
Mon, 7 Jul, 2025 at 3:37 PM
Review a Document
The Documents module allows documents to be revised whenever necessary, with the aim of keeping their content always up-to-date. To revise a document, the u...
Wed, 16 Jul, 2025 at 9:21 AM
Review document revision request
Another way to review a document is when a request is made by a user who is not responsible for its creation. For more information, access this article. In ...
Fri, 25 Jul, 2025 at 2:27 PM
Share a Document
Whenever necessary, it is possible to share a document from the system via a link or QR code scan. To share a document, follow the steps below: On the h...
Thu, 24 Jul, 2025 at 11:03 AM