Index

Speaking of Connect – Explore...

The Explore tab is shown when accessing the Connect application or after defining first-access settings.

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Documents and folders can be moved through the structure by dragging and dropping.

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Basic Path

Explore documents

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01. In the Connect application, click the Explore tab.

02. View local documents, located in the Local chart, and documents posted in the platform repository, located in the Remote chart.

Alternative Paths

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Download document

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01. Select the document to be downloaded from the Remote chart.

02. Click Download, located in the list of actions available on the top of the window.

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Documents can also be downloaded in two other ways: through the context menu: by right-clicking the mouse over the document and selecting Download; drag and drop: by selecting the document and dragging it to the desired local repository directory.

03. View the document in the Local chart.

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In the Remote chart, the downloaded document is marked as “(R)”, indicating that such document is also available in the local repository.

Document checkout

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01. Select the document for checkout.

02. Click Checkout, located in the list of actions available on the top of the window.

03. In the window displayed, enter a comment indicating the reason for the document checkout.

04. Click Checkout.

Document checkin

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01. In the My documents > Checkout directory of the local chart, select the document for checkin.

02. Click Checkin, located in the list of actions available on the top of the window.

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Document checkin procedures can also be performed by right-clicking the mouse and selecting Checkin in the context menu.

03. Enter the requested information in the displayed window.

Learn more

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Comments Detailed changes applied to the document submitted to checkin. The field is mandatory. Version control Version control method applied to the document. Available options are: New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version. Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document. Version/review description: Description of the new version or review to be applied to the document.

04. Select Send.

Learn more

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Upon clicking Send, the document is updated in the platform’s official document repository.

Document checkout

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01. Select the document whose checkout will be canceled.

02. Right-click the mouse button over the document and select Cancel checkout.

Update document without checkout

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01. In the Local chart, select the document to be updated in the remote repository.

02. Right-click the mouse button over the document and select Send to Fluig in the context menu displayed.

Learn more

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Updating documents without performing the checkout procedure may overwrite changes made by other users.

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Create document

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01. Access the directory corresponding to the Connect repository in the workstation and create a new document.

02. Move the document from the directory corresponding to the Connect repository in the workstation to the desired directory in the Local chart.

Learn more

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The document is displayed in bold in the local document structure, indicating that it is a new document and is still not available in the remote repository.

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05. Click Send to Fluig in the context menu displayed.

Learn more

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After selecting this option, the new document is no longer shown in bold in the local repository, and will now be shown in the remote repository marked with “(R)”, which indicates that it is also available in the local repository.

06. View the new document in the remote document structure. 

Open document

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01. In the Local chart, select the document to be viewed.

02. Right-click the mouse button over the document and select Open in the context menu displayed.

03. View document. 

Delete document.

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01. In the Local chart, select the document to be deleted.

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03. Select the desired delete option.

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Available document deletion options are: Delete local: this option only deletes the document from the local repository. Delete fluig: this option deletes the document from the local and remote repositories.

Synchronize local and remote directories

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01. Click Synchronize, located in the list of actions available on the top of the window.

Reload local and remote directories

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01. Click Reload, located in the list of actions available on the top of the window.

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Upon selecting this option, the directory structure of the local and remote document repositories is updated. Documents changed locally without the checkout/checkin process will be updated with the official remote repository version, and a message will be displayed indicating conflicting document versions. If the user’s permissions are changed in the official repository, applicable security settings are applied during update procedures.

Define user preferences

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01. Click Preferences, located in the list of actions available on the top of the window.

02. In the General tab, define the desired preferences.

Learn more

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Show notifications This option enables the desktop notifications feature and warnings regarding platform actions are received in the operating system’s notifications area. Language Default Connect language.

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06. In the Proxy tab, set the desired settings.

Learn more

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Run Fluig Connect during system startup When selected, this option runs Connect during the operating system startup. Local Local directory to manage documents through Connect. By default, Connect automatically creates a repository in the user’s private directory; however, this directory can be changed. No proxy server This option prevents Connect from using any proxy servers. Automatically detect proxy server This option allows Connect to use the browser’s proxy settings. Manual This option determines that the proxy settings will be customized, requiring the user to enter the protocol type, address, port, user name and password.

07. Click OK.

 

 

Informações
title Attention!
This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

 

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