Atualizado em 03 de junho de 2021
You can send a document to a folder that has an approval flow set up.
3. Click on Documents and the “New” icon.
4. Click on “Send Document” .
The screen to upload the document 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).
It is necessary to have permission to change document controlled in Docs permissions .
Permission to change read confirmation settings in Qualiex settings required.
Available only if the read confirmation is yes.
After entering the information click Next to start the document approval flow identifying those involved in the flow.
To indicate a user with the status ” To be defined “, click on the link and select the user from the list.
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.
The document will be available in the system only to those involved in the flow.
Documents with the flow in progress are highlighted with the icon.
Pending flow documents can be accessed via the “Flow in Progress” shortcut .
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 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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