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Speaking of external document...
An external document is the posting of a link that is access outside the platform, which has the same properties of a common document, but needs to have an URL for external access.
When the HTTPS (Hyper Text Transfer Protocol Secure) is used, users can only add external documents redirected to locations that also use this protocol.
Create new external document
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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. |
05. 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. |
07. 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. |
08. Click on Save.
View external document
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01. Find and click on the name of the external document you wish to view.
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You can perform some actions when viewing the external document, such as viewing its properties, viewing social information, copying its link, among other options. For more information, see Platform ❙ Document view. |
Request additional permission for an external 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 external document. For more information, see Request additional permission for a folder or document. |
Define priority for the external 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 an external 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 an external document in document browsing, see Platform ❙ Support folder or document, Platform ❙ Comment on folder or document and Platform ❙ Share folder or document. |
Follow external document
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01. Find the external document that you wish to follow.
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For more information on the Follow feature, see Platform ❙ Follow document. |
Define external document as favorite
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01. Find the external 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 external document
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To perform this action, the user must have modify permission at the chosen location.
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03. Enter a new name or description and click on Rename.
Edit external document
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01. Find the external document that you wish to edit.
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Clicking on this option opens a window in which you can edit the external document. For more information, see External Create new external document. |
05. Click on Confirm.
Restore external document version
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01. Find the external 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 external document. For more information, see Platform ❙ Restore document version. |
Copy external document
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01. Find and select the external 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 external document
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01. Find and select the external 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 external document
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01. Find and select the external 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 external document. For more information, see Platform ❙ Mirror document. |
Delete external document
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01. Find and select the external document you wish to delete.
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Clicking on this option opens a message stating that the external 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. |
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This documentation is valid as of 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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