You can review a document that has been sent to a folder without going through an approval flow.

1. Go to Dashboard.
2. Click on Docs – Documents.

3. Click Documents and select the document you want to make changes to.

4. Click Check Out, the file will be downloaded to your computer.

To cancel a Check Out, select the document and click on the “Unlock” button, the document will not keep the changes made, the changed information will be lost.

In order to update the revised document into Docs, it is necessary to Check In the document.

Select the document and click the Check In button.

The screen for entering document information and revision details will be displayed.

Situation: Select the status of the document to be sent:

In preparation #

Document in preparation, it is being altered until reaching its final version.

• File: Click on the  icon and select the file that has been edited on the computer.
• Changes made: Describe the changes that were made to the document.

Revision completed #

A document that has already been revised and can be published and made available to users. When updating a document under Revision completed, the number of the revision changes.

• Revision date: If a date is not defined, it is automatically filled in with the current date.
• Approval Date: If a date is not assigned, it is automatically filled in with the current date.
• PDF: Click the  icon to add a PDF for viewing.

• File: Click on the  icon and select the file that has been edited on the computer.
• Changes made: Describe the changes that were made to the document.

After entering the revision information and clicking on “Next”, you will continue by providing the document information.

• Name: Displays the name of the document.
• Classification: Informs the type of document that will be sent.
• Tags: These are the keywords to facilitate the search of the file in the system.
• Valid until: Indicates the document’s expiration date, as registered in the document’s classification.
• Next Revision: Indicates the date of the next revision of the document, as registered in the document’s classification.
• Controlled document: Define whether the document be considered a controlled copy, if so, it will be necessary to justify the reason for obtaining a copy of the document.
• Use read confirmation: Enable if the document needs read confirmation.

• Deadline to confirm reading after review: Set the deadline in days for the user to confirm reading the document. Expired reading deadline generates a notification for the user.

• Description: Enter details related to the document sent.

If metadata has been configured in the selected classification, it will be displayed for filling in the Metadata tab.

After filling in the fields click on “Send” to finish.

Password confirmation for critical operations #

For units that have the option password confirmation for critical operations enabled in Qualiex security options, it will be necessary to enter the password to send a document with completed revision.