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Speaking of document...
Documents are all the files posted by the user. They can be text files, images, spreadsheets, videos, etc.
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A document can be created to present the company’s Platform ❙ Use policy, as well as a Platform ❙ Consent form to be accepted by all users accessing the platform. |
View document
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01. Find and click on the name of the document you wish to view.
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You can perform some actions when viewing the document, such as viewing its properties, viewing social information, copying its link, among other options. For more information, see Platform ❙ Document view. |
Load files
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To perform this action, the user must have write permission at the chosen location.
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When the action is confirmed, the document will be created in browsing as long as the user has write permission in the chosen location. Posting progress is displayed at the bottom of the window. To view process details, click the arrow on the upper right corner of the progress window. To cancel a document upload, simply click on Cancel, located next to the document name, or Cancel all, located next to the upload status window, if more than one document is being created. In case of inconsistencies during the upload, users can click on Show details to check the description of the event. |
Add document – drag and drop
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To perform this action, the user must have write permission at the chosen location. The option of creating drag and drop documents can be limited by the browser being used. You can find information on the features supported by each browser under Browser compatibility for drag and drop of files.
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After dropping the document in the indicated place, the upload and posting process begins, as long as the user has at least write permission. Progress can be monitored at the bottom of the window. The option Cancel All cancels the creation of the new document. To view process details, click the arrow on the upper right corner of the progress window. In case of inconsistencies during the upload, users can click on Show details to check the description of the event. |
Add document – advanced
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To perform this action, the user must have write permission at the chosen location.
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Most of the information requested in this tab is common in all documents, so it can be checked in the Platform ❙ Document properties documentation. |
06. Click on the Related documents tab.
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This tab is only displayed if the folder in which the document is being created does not have approval criteria. For more information about the procedure, see Platform ❙ Define approval criteria for folder or document. |
08. Click on the Security tab and define the security criteria for the document.
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For more information about the procedure, see Define security criteria for folder or document. |
09. Click on Confirm.
Request additional permission for a document
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This option is presented only to users who are not administrators.
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Clicking on this option opens a window in which you can request additional permissions for the document. For more information, see Request additional permission for a folder or document. |
View document attachments
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01. Find the document for which you wish to view the attachments.
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Clicking on this option opens a window in which you can view the document attachments. For more information, see Platform ❙ View document attachments. |
Define priority for a document
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To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.
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The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted. To view the content of a folder sorted by its priority, simply click on the Priority column. |
Perform a social action for a document
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To perform this action, the user must have read permission at the chosen location.
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For more information about social actions that can be performed for a document in document browsing, see Platform ❙ Support folder or document, Platform ❙ Comment on folder or document and Platform ❙ Share folder or document. |
Follow document
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Folders or forms cannot be followed; therefore, this action cannot be performed for the existing content in the root folder.
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For more information on the Follow feature, see Platform ❙ Follow document. |
Define document as favorite
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01. Find the document that you wish to define as a favorite.
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For more information about the Favorites feature, see Platform ❙ Define folder or document as favorite. |
Rename document
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To perform this action, the user must have modify permission at the chosen location.
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Update document physical file
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01. Find and select the document for which you wish to update the physical file.
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Clicking on this option opens a window in which you can update the physical file of the document. For more information, see Update physical file of document. |
Edit document content
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01. Find the document for which you wish to edit the content.
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You must check-out a document before editing it, otherwise you cannot change its content. For more information, see Check-out document. When confirming the document check-out, you can choose the application with which you wish to edit the document. For more information, see Edit content of document. If the Collaborative editing feature is active on the platform, the message presented displays two editing options. To continue with the traditional editing, click on Webdav. If you wish to use the collaborative editing feature, click on Google Drive. |
Download the document
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01. Find the document that you wish to download.
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The Download option is also available under More, located in the action bar on the top left of the window. Clicking on this option opens a message confirming the download. For more information about the download and where to find the downloaded document, see Platform ❙ Download folder or document. |
Edit document properties
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01. Find the document for which you wish to edit the properties.
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Most of the information requested in this tab is common in all documents, so it can be checked in the Platform ❙ Document properties documentation. |
05. Click on Confirm.
Restore document version
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01. Find the document for which you wish to restore an older version.
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Clicking on this option opens a window in which you can restore an older version of the document. For more information, see Platform ❙ Restore document version. |
Complement document
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01. Find the document that you wish to complement.
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When you click this option, the internal viewer is displayed, where you can include annotations, content lock stripes, highlight text, among other options. More information can be found in Platform ❙ Complement document. |
Copy documents
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01. Find and select the document that you wish to copy to another location.
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For more information on how to perform this action, see Platform ❙ Copy and paste folder or document. |
Cut document
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01. Find and select the document that you wish to cut to another location.
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For more information on how to perform this action, see Cut and paste folder or document. |
Mirror document
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01. Find and select the document for which you wish to create a mirror document.
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Clicking on this option opens a window in which you can finish creating a mirror document of the document. For more information, see Platform ❙ Mirror document. |
Print a controlled copy of the document
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01. Find and select the document for which you wish to print a controlled copy.
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Clicking on this option opens a window in which you can print a controlled copy of the document. For more information, see Print a controlled copy of document. |
Delete document
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01. Find and select the document you wish to delete.
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Clicking on this option opens a message stating that the document has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Platform ❙ Quota control is active, the space occupied by the document in the folder will be freed only when the document is deleted from the Bin. For more information on how to restore or definitively delete the document from the platform, go to the Platform ❙ Bin. |
| Informações | ||
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This documentation is valid from the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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