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By clicking on the Document component in the widget panel, the following will be displayed:
Use this widget to view documents quickly, without the need to access the SE Document view menu. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it and deleting it will be displayed.
After saving the changes and closing the portal editing, a filter will be displayed in the widget.
In it, enter words from the title, description, or content of each electronic file of the desired document. After that, press the ENTER key on the keyboard or the Search button. Refer to the Quick search section for further details on using the search feature through the words present in the content of the electronic file of a document.
According to the completion of the filter, the documents will be displayed in a listing. The main information of those documents is also displayed (ID #, title, category, update, etc.) The following options may be available according to the controls enabled for the logged user in the document security:
Option
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View data
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Opens the document data screen for viewing.
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Other actions
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Select the desired option:
▪View electronic file: If the document has only one associated file, it will be displayed for viewing. If the document has more than one electronic file, a screen will be displayed to define which file you wish to view. Select the desired file and click on the button to view it. This operation can also be performed by clicking on the document name. ▪View revision data: The data screen of the current document revision will be opened for viewing. ▪Download electronic file: The electronic file will be downloaded. If the type of file configured in the category of the selected document is "Complex", by clicking on this button, the container folder structure will also be exported. |
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This widget displays a preset document list. Click on it, drag it and drop it in the desired panel area. Once done, it is possible to configure it through the displayed link or through the  button on the upper right corner. On the screen that opens, the following fields are available:
Field
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Title
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Edit this field to customize the name of the widget. In that case, enter the desired name.
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Selection type
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Select one of the following options to define which documents will be listed:
▪All: All documents created in SE Document will be displayed. ▪Category: The documents from certain categories will be displayed. In the Category selection field that will be displayed, enter the ID # or name of the category and, in the listing, select the desired record. Repeat the procedure to add all desired categories. ▪Saved search: Documents from a certain saved search will be displayed. In the Saved search field, select the desired saved search. |
Once done, click on Save.
When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing its configurations, and deleting it will be displayed.
After saving the changes and closing the portal editing, the documents will be displayed in a panel, displaying their main information (ID #, title, category, update, etc.). Use the filter on the upper part of the widget to locate the desired document among those in the listing.
By clicking on the ID # and name of the document, the electronic file will be opened. If the document has more than one electronic file, a screen will be displayed to define which file you wish to view. Select the desired file and click on the button to view it.
When hovering the mouse over a document, the  icon will be displayed. By clicking on it, the following options may be available according to the controls enabled for the logged user in the document security:
Option
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View document data
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Opens the document data screen for viewing.
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View electronic file
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If the document has only one associated file, it will be displayed for viewing. If the document has more than one electronic file, a screen will be displayed to define which file you wish to view. Select the desired file and click on the button to view it.
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Download electronic file
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The electronic file will be downloaded. If the type of file configured in the category of the selected document is "Complex", by clicking on this button, the container folder structure will also be exported.
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This widget displays the preview (content) of the electronic file of a document. It will only be possible to preview electronic files with .pdf extension.
By selecting this option, a screen to select the file will be opened. Fill out the following fields:
Field
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Document search
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Enter the ID # or the title of the document whose electronic file should be displayed in the widget and select the desired record in the listing. Note that only a single document can be selected.
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Electronic file
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Select the electronic file whose content will be displayed in the widget. This resource is only compatible with .pdf files. That is, if an electronic file with another extension is selected, the system will display a message informing that the preview is not available.
Note that, according to the configurations in the document category, the electronic files may be converted to .pdf. Converted files are supported by this feature.
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Then, save the configurations performed.
When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing its electronic file, and deleting it will be displayed.
After saving the changes and closing the portal editing, the pdf content will be displayed in the widget. Use the toolbar options to print the file, download the pdf, change the viewing mode, adjust the page zoom, browse through the pages of the file, and select a section of the text. The availability of these options may vary according to the controls enabled for the logged user in the document security.
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▪If the user does not have permission to access SE Document, it will not be possible to view the document listing and the electronic files. A warning message will be sent by the system. ▪Moreover, the operations the user will be able to perform in the document will depend on the permissions granted in the security of the document and its category. |
Refer to the specific documentation of the SE Document component for a detailed description on those operations.
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