{"id":930,"date":"2021-09-21T16:33:47","date_gmt":"2021-09-21T16:33:47","guid":{"rendered":"https:\/\/wiki.qualiex.com\/?post_type=docs&p=930"},"modified":"2021-09-21T16:33:47","modified_gmt":"2021-09-21T16:33:47","slug":"how-do-i-view-the-properties-of-a-document","status":"publish","type":"post","link":"https:\/\/wiki.qualiex.com\/modules\/doc-en\/how-do-i-view-the-properties-of-a-document\/","title":{"rendered":"How do I view the properties of a document?"},"content":{"rendered":"
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Atualizado em\u00a0

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In the properties we can edit some data of the document.<\/p>\n

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  1. Go to\u00a0Dashboard.<\/em><\/li>\n
  2. Click\u00a0Docs \u2013 Documents<\/em>.<\/li>\n<\/ol>\n
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    \"\"<\/figure>\n<\/div>\n
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    1. Click on the \u201cDocuments\u201d tab and select the desired document.<\/li>\n
    2. Click Options> \u201cProperties\u201d.<\/li>\n<\/ol>\n
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      \"\"<\/figure>\n<\/div>\n

      The screen with the document information for editing will be displayed.<\/p>\n

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      To edit the information, it is necessary to have permission to Review the document.<\/em><\/p>\n<\/div>\n

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      \"\"<\/figure>\n<\/div>\n
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      • Code:<\/strong>\u00a0Displays the document code. If the code is changed, to update the new code in the header and footer, change the file.<\/li>\n<\/ul>\n
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        Required to edit code in Qualiex settings.<\/em><\/p>\n<\/div>\n

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        • Name:\u00a0<\/strong>Displays the name of the document.<\/li>\n
        • Classification:\u00a0<\/strong>Informs the type of document that will be sent, see more about the classifications in this article .<\/li>\n
        • Elaborator:<\/strong>\u00a0Name of the user who sent the document.<\/li>\n
        • Tags:<\/strong>\u00a0These are the keywords to facilitate the search of the file in the system.<\/li>\n
        • Next Revision:<\/strong>\u00a0Indicates the date of the next revision of the document, as registered in the classification of the document.<\/li>\n
        • Valid until:<\/strong>\u00a0Indicates the document\u2019s expiration date, as registered in the document\u2019s classification .<\/li>\n
        • Controlled document:\u00a0<\/strong>Define whether the document will have the controlled copy. If \u201cyes\u201d it is necessary to justify obtaining a copy of the document.<\/li>\n<\/ul>\n
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          Necessary to have permission to change document controlled in Docs permissions.<\/em><\/p>\n<\/div>\n

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          • Use read confirmation:<\/strong>\u00a0Enables whether the document needs read confirmation.<\/li>\n<\/ul>\n
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            Permission to change read confirmation settings in Qualiex settings required.<\/em><\/p>\n<\/div>\n

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            We do not recommend using a generic user because it is not possible to identify specifically who performed the actions in the system.<\/strong><\/em><\/p>\n<\/div>\n

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            • Deadline to confirm reading after review:\u00a0<\/strong>Set the deadline in days for the user to confirm reading the document. Expired reading deadline generates notification for the user.<\/li>\n<\/ul>\n
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              Available only if the read confirmation is \u201cyes\u201d.<\/em><\/p>\n<\/div>\n

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              • Description:<\/strong>\u00a0Enter details related to the document sent.<\/li>\n<\/ul>\n

                If you have metadata configured in the selected classification, it will be displayed for completion in the\u00a0Metadata<\/strong>\u00a0tab.<\/p>\n

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                To register the Metadata, click here.<\/em><\/p>\n<\/div>\n

                After filling in the fields click on \u201cSave<\/em>\u201d to finish.<\/p>\n

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                The changes can be seen in the document\u2019s history under Details.<\/em><\/p>\n<\/div>\n

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                \"\"<\/figure>\n<\/div>\n<\/div>\n
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                <\/div>\n","protected":false},"excerpt":{"rendered":"

                Atualizado em\u00a027 de maio de 2021 In the properties we can edit some data of the document. Go to\u00a0Dashboard. Click\u00a0Docs \u2013 Documents. Click on the \u201cDocuments\u201d tab and select the desired document. Click Options> \u201cProperties\u201d. The screen with the document information for editing will be displayed. To edit the information, it is necessary to have […]<\/p>\n

                <\/div>\n

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                <\/div>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34,133],"tags":[139],"_links":{"self":[{"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/posts\/930"}],"collection":[{"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/comments?post=930"}],"version-history":[{"count":1,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/posts\/930\/revisions"}],"predecessor-version":[{"id":931,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/posts\/930\/revisions\/931"}],"wp:attachment":[{"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/media?parent=930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/categories?post=930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wiki.qualiex.com\/wp-json\/wp\/v2\/tags?post=930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}