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Location: View arrowrgray Document

 

Overview:

Through this menu, it is possible to view the documents saved in the system. On the view screen, the way documents are displayed in the search results to the logged user will depend on the configuration set in the general parameters, and 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. Through the field located in the upper right part of this menu, it is possible to alter the document search view between:

Vision

Description

Details

Shows all the main information of documents.

Structure

This option will only be enabled if the document selected in the list of records is associated with other documents in the "Composed of" section of its data screen. It shows the main information of the documents that make up the structure of the document selected in the list of records.

Container

This option will only be enabled if the document selected in the list of records has complex electronic files. It shows information regarding container structure and the files associated in each folder.

 

Specific buttons:

view_file

Click on the arrow placed next to this button and select the desired option to:

View the electronic file of the document selected in the list of records through the viewer configured in the general parameters.

View the electronic file of the document selected in the list of records with markups (comments).

View the electronic file of the document selected in the list of records through Google Drive API. The "View electronic file on Google Drive" option will only be available if, in the general parameters, the integration with Google Drive is enabled and properly configured.

View the electronic file of the document selected in the list of records through OneDrive API. The "View electronic file on OneDrive" option will only be available if, in the general parameters, the integration with Microsoft OneDrive is enabled and properly configured.

View the data of the digital signature of the document selected in the list of records.

view

Click on the arrow located next to this button and select the desired option to view the data screen of the selected document or the data of its revision.

bi

Click on this button to load SE Analytics, so that the result obtained in the query can be analyzed.

report_config

Click on the arrow placed next to this button to configure and issue the desired document reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.

download_save_comp

Click on this button to download the electronic files or the complementary documents, if any, of the selected document.

comments_graphical

Click on this button to insert graphic comments in the electronic file of the document that has been selected.

import_file

Download electronic file: Click on this option to download the electronic file of the document selected in the list of records. In order to successfully perform this operation it is necessary to have the "Save locally" control enabled in the security of the document that is being revised. 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.

Download Windows Application: Click on this option to download the desktop application installer. To install the app, simply double-click on the installer and follow the steps of the assistant that will be displayed. See more information about the application in the SoftExpert Document App section.

comments_textual

Click on this button to add text comments in the electronic file of the document that has been selected.

share

Click on this button to perform the external sharing of the electronic files of the document selected in the list of records. Refer to the External sharing section for further information on how to fill out the screen that will open.

modeler

Click on this button to view the flowchart of the process that controls the revision of the document. It will only be enabled if the document has the "Revision" control parameterized in its category and the revision process is via "Workflow".

compare_rev

Click on this button to compare the current revision of a document selected in the list of records, to its prior revision. It will only be enabled if the document has the "Revision" control parameterized in its category. Refer to the Comparing revisions section for more details about the file extensions for which this operation is available and how to perform it.

3_quadrants

Click on this button to edit the layout of main screen for three quadrants. When selecting this option, the third quadrant will display the details about the document selected in the list of records in the second quadrant.

2_quadrants

Click on this button to edit the layout of main screen for two quadrants.

 

Use the filters described below to locate the desired records through specific information. To use them, go to the Search field panel and click on the addfilter button to add filters.

 

Use the Quick search field of the Search field panel, to search for the desired document by means of words contained in the title, description and/or content of each electronic file.

For further details about the 'Search panel' and other view operations, refer to the Views section.

 

hmtoggle_arrow1Favorites
hmtoggle_arrow1Attributes
hmtoggle_arrow1Document
hmtoggle_arrow1Document - Advanced
hmtoggle_arrow1Keyword
hmtoggle_arrow1Project
hmtoggle_arrow1Task
hmtoggle_arrow1Nonproject task
hmtoggle_arrow1Workflow
hmtoggle_arrow1Physical record

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The system will list the result to the right of the view screen.