Atualizado em 01 de junho de 2021 In document details you can view: user permissions, associated documents, comments, history, read confirmation and compare versions of a document. Go to Dashboard. Click on Docs – Documents. 3. Click on the “Documents” tab and select the desired document. 4. Click on “Details”. The screen with detailed document information will be displayed. Menu # : Opens the online document view. : Downloads the latest approved revision to the computer. : Downloads the document to the computer to be revised or changed. During Check Out the document is blocked to prevent simultaneous access. : Send the version downloaded and changed at Check Out to Docs for update. : If it is necessary to notify / inform / request those responsible for the document. According to notifications configured in Qualiex and Docs. Options # Physical Copies: Registration of printed copies distributed in the company. Request New Review: Allows you to request a review of the document. Print: Allows you to print the document. Add to Favorites: Sets the document as a favorite. Access Link: Access a folder through a link. Associate Documents: To link documents. Make Obsolete: Turns a document obsolete. Permission: Document permissions. Review Requests: Displays the pending review of the document. Remove: Removes the document. Remove last revision: Removes the last published revision. Properties: Displays document data. General # In the General tab we have the document data. Type / Extension: Indicates the document format. Code / Name: Displays the code / name of the document. Folder: Indicates the path of the folder where the document is stored. Classification: Informs the classification of the document. Controlled Document: Informs that the printed copy of the document is controlled. Tags: Shows the labels of the document that facilitates the search. Next Revision: Shows the date of the document’s next revision. Valid until: Shows the validity of the document. Description: Displays the observations inserted when sending the document. Metadata (1): Displays the registered metadata. By clicking on the icon the user who has permission can (edit) the document data. Permissions # Clicking on the Permissions tab, you will be able to view the users and what access they have in the document Folder Permissions: Access that the user has in the folder. Print Permissions: Access that the user has to print the document. Associations # Clicking on the Associate Documents tab, you will be able to view the documents that are associated. On the right side of the screen, you will see more information. Comments # By clicking on the Comments tab, you can make a request, so those involved will be notified by email. Insert the comment and click on the “Comment” button. Clicking on the icon, the information of the user who left the comment is displayed. Revisions # Follow all previous revisions of the document, in the Revisions tab. Clicking on the Revisions tab, the revisions made to the document are displayed. Permission to review the document is required to view. Item: Identifies the number of document revisions. Revision Date: Indicates the date that the last revision was sent. Approval date: When the folder has an approval flow set up, this indicates the approval date. Document submission without an approval flow indicates the date of submission of the completed review. Description: Information inserted when sending the document. User: Employee who made the change. Size: Amount of space that the document occupies in storage. Review: When there is an approval flow set up when sending documents, click on the icon to view the flow. Replace Revision: When sending a document with this option, the revision number does not change. Replace PDF: Replace the PDF of the revision if there is any change to it. Download: Allows you to download previous versions. View: Allows you to view the PDF online from previous versions. Historic # We do not recommend using a generic user because it is not possible to identify specifically who performed the actions in the system. By clicking on the Historic tab, the changes made to the document are displayed. Controlled copy printing, document name changes, all changes will be listed in the historic tab. User: Employee who made the change. Date: Date of the change. Rev.: Document revision number. Type: The action that was performed. Description / Note: Description of the change. Read confirmation # Clicking on the Read Confirmation tab displays the data of users who have read the document. User: Employee who confirmed the reading of the document. Date: Date of reading. Rev.: Document revision number. Type: Read confirmation. Description / Note: Additional information.
