Atualizado em 23 de junho de 2021
To revise a document that is in a folder and has a parameterized flow, the user must be involved in the flow that was defined in Docs.
Access Flows in Progress through the shortcut on the left side of the screen.
Documents with the flow in progress are highlighted with the icon.
Click on to start the flow.
The window to proceed with the approval flow will be displayed.
During Check Out the document is blocked for alteration, to prevent simultaneous access. Only the latest approved version will be available for viewing.
In the History tab, the Date that the change occurred is listed, in which step of the flow it happened, the User who performed the change, Type of the action performed and the Observations inserted.
When performing Check In, it is necessary to inform the revision data and describe the changes made.
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).
Click Next to proceed to the Documents tab.
Documents in preparation when checked in do not have the revision number changed.
Check the document data.
It is necessary to have permission to change controlled documents in Docs permissions.
Permission to change read confirmation settings in Qualiex settings is required.
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 update the document and end the flow action.
Check the Done option and click “OK”.
The window will appear with the options to proceed with the flow.
Click ” Ok” to finish.
It will not be possible to return to the preparation if the responsible person is inactive / disconnected . It is suggested to cancel the flow and start it again.
The completed steps are marked with a and with the date and time of completion.
Documents in preparation or in progress are only available for viewing to users with the Revise permission in the folder or document or who can 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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