This tab allows you to transfer the report from a workstation to the platform. That transference, which is called upload, is required because, in order to post a report, it must be initially written in the area used for the files to be posted. Although this is a single directory determined in General parameters, the platform automatically creates an upload area for each user in this directory. According to this configuration, each user views only the documents within their upload area.

When it is checked, the files located in the upload directory will be deleted once the document is posted.

Required information:

Comment
Brief description with relevant information on the report.

Tags
Labels assigned to the report for easy searching later. Tags act as keywords and allow the report to be tagged in a more personal and informal manner. You can find the report by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The auto complete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#".

Version/review description
Description of the current version/review of the report.

Version/review
The start version/review number of the report that is being published. This field is only enabled when adding a report and when the “Manual control of the start version” field of the Parameters feature under the General tab in the Control Panel is checked. When you do not check the Control Panel field, the version/review “1000” is automatically assigned to the report, and you cannot change it. This field format is numeric (999,999) and the first three numbers represent the version and the other three represent the review. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.

Create compulsory version/review
When it is selected, you cannot change the report and keep the same version/review, i.e., you can only make changes by creating a new version or review of the report.

Document expires?
When it is checked, the report will expire on the date entered in the field “Valid until”. If not, the report does not expire and the date entered in the field “Valid until” is not considered. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel – is checked.

Expiration notification period
Advance period – in days – from which the expiration notification of the report will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters.

Valid from
Date from which the report will be available to users – according to their access permissions. That date allows the report’s author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the report is valid only as of a future date, it is displayed to the author with a red arrow, representing that it is a future document. The future posting date cannot be earlier than the current date and the future post does not send notification e-mail (document approval, new version/review, etc.).

Valid until
The date from which the report will be considered expired when the option “Document expires?” is checked. The expiration date is suggested considering the field "Document expiration days" – from the Parameters feature under the General tab of the Control Panel – if it has a set value. If the field "Document expires" of that feature is not checked, that date is disregarded.

Document type
Type of document to which the report belongs.

Subject
Subject to which the report is related.

Icon type
Graphic element representing the report. When the icon is not selected, the report is linked to a standard icon based on its file extension.

Author
Author user of the report being created.

Language
Language to which the report will be related. The language is used to index the content and document information. Indexed information is used in searches by content. As default, the language determined is shown in the user preferences function. If it is not defined in the user profile, the standard language defined in the General Parameters of the platform is suggested.

Notify?
When it is checked, users who have the subject related to the report as a subject of interest will be notified when it is posted.

Use internal viewer?
When it is checked, the report will be displayed in the platform's internal viewer. By default, this field is marked and the reports are displayed in the internal viewer. This field is only enabled for change when it is configured that it should not be inherited from the parent folder.

On this tab, you can relate a document posted on the platform to the report.

To delete a document related to the report, simply select it and click on the Delete icon, represented by a bin and found in the Functions column.

This tab is only displayed if the folder in which the report is being created does not have approval criteria.

For more information about the procedure, see Define approval criteria for folder or document.

For more information about the procedure, see Define security criteria for folder or document.

You can perform some actions when viewing the report, such as viewing its properties, viewing social information, copying its link, among others. For more information, see View document.

Clicking on this option opens a window in which you can request additional permissions on the report. For more information, see Request additional permission for a folder or document.

Clicking on this option opens a window in which you can view the report attachments. For more information, see View document attachments.

For more information on report priority, see Define priority for a folder or document.

If the Priority column is not displayed in the folder containing the report, you can enable it by following the steps in the alternative path View folder content priority under Folder..

For more information on social actions that can be performed for a report in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. 

For more information on the Follow feature, see Follow document.

For more information about the Favorites feature, see Define folder or document as favorite. 

You need to have modify permission on the report in order to rename it.

Clicking on this option opens a window in which you can rename the report. For more information, see Rename folder or document.

Clicking on this option opens a window in which you can edit the report properties. For more information, see Edit folder or document properties. 

Clicking on this option opens a window in which you can restore an older version of the report. For more information, see Restore document version.

For more information on how to finish this action, see Copy and paste folder or document.

For more information on how to finish this action, see Cut and paste folder or document.

Clicking on this option opens a window in which you can finish creating a mirror document of the report. For more information, see Mirror document.

Clicking on this option opens a message stating that the report has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. If Quota control is active, the space occupied by the report in the folder will be freed only when that report is deleted from the Bin. For more information on how to restore or definitively delete the report from the platform, see Bin.