Adding electronic files

This section will describe how to add complex files to container folders with the following content types: "Free format", "Specific format", "Template", or "Document from SE Document".

The addition of electronic files related to the customer is performed through the "File

Customer" menu. Locate the customer to which the electronic files will be added or edited and click on the

button.

4.If the container has been configured to use a connector, the process to associate electronic files varies. If the item selected in the structure is a default item, the system will open a specific screen of the connector, to select the electronic file.

If the use of a connector is not configured, on the screen that will be displayed, drag and drop the files on the indicated area or click on the Select file button, browse through the files saved in the computer and select the desired files. Wait until the file is completely loaded. If any error happens, the system will display an alert icon. Hover the mouse over the icon to view the error message.

▪It will not be possible to add a number of files higher than the maximum quantity of files supported by the folder.

▪It is necessary to associate the files according to the format defined for each item in the structure of the container. For example: if it is configured that the file format supported by the folder is "Free format", it will be possible to associate any kind of electronic file. If a specific format has been defined, only those formats that have been specified can be associated.

▪According to the upload security configurations performed in the Configuration System (CM006) menu of the SE Configuration component, some file extensions may be blocked for upload, or only a few extensions will be allowed when uploading.

5.After adding all desired files with no errors, click on the Finish button. At this point, the system will display the associated electronic files in the container folder.