Atualizado em 23 de junho de 2021
You can review a document that has been sent to a folder without going through an approval flow.
It is necessary to enable the permission for the user to Review in the Permissions of the folder in DOCS.
3. Click Documents and select the document you want to make changes to.
4. Click Check Out, the file will be downloaded to your computer.
During Check Out the document is blocked for alteration, to prevent simultaneous access, it is only available for viewing the latest version of the approved document.
To cancel a Check Out, select the document and click on the “Unlock” button, the document will not keep the changes made, the changed information will be lost.
In order to update the revised document into Docs, it is necessary to Check In the document.
Set up Check Out notifications in the Qualiex settings.
Select the document and click the Check In button.
The screen for entering document information and revision details will be displayed.
To apply automatic header / footer and watermark printing, the document must have the extension in .docx and . xlsx. Other formats do not accept automatic formatting. Files up to: docx: 100 MB / PDF: 75 MB / xlsx: 10 MB / Videos: 50 MB (cannot be viewed).
Situation: Select the status of the document to be sent:
When checked in, the document in preparation does not have its revision number changed.
Document in preparation, it is being altered until reaching its final version.
Documents sent in preparation have the light pink background .
A document that has already been revised and can be published and made available to users. When updating a document under Revision completed, the number of the revision changes.
As the online viewer word / excel has limitations for some features, send a PDF for viewing and when you get up or Check Out to see the document in the original format.
To add a new PDF version, the user must be the one who has sent the document into Docs or has permission to edit all records in the Qualiex settings .
After entering the revision information and clicking on “Next”, you will continue by providing the document information.
It is necessary to have permission to change the settings for read confirmation in the Qualiex settings.
Available only if the read confirmation is “yes”.
If metadata has been configured in the selected classification, it will be displayed for filling in the Metadata tab.
After filling in the fields click on “Send” to finish.
For units that have the option password confirmation for critical operations enabled in Qualiex security options, it will be necessary to enter the password to send a document with completed revision.
Documents in preparation or in progress are only available for viewing to users with the permission to Review in the folder or document or who has the option to view all documents enabled in the Qualiex settings .
O Qualiex é uma área de negócio da ForLogic e busca simplificar por meio de tecnologia e inovação o trabalho de pessoas apaixonadas pelo que fazem, inspirando as equipes a se engajar e evoluir no caminho da excelência!
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