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Location: Configuration  Electronic file Complex file container
Prerequisites:
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Optional:
▪Template ▪Category (SE Document) |
Overview:
The complex file container consists of the creation of a folder structure that allows the standardization of document content, thus providing a better organization. It also allows the configuration of connectors for integration with specific applications, to control that structure.
Specific Buttons:
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Click on this button to add a new complex file container. See more details about this operation in the Configuring a complex file container section.
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Click on this button to edit the complex file container selected in the list of records.
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Click on this button to delete the complex file container selected in the list of records. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
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Use "Search filters" to find records more easily through specific information: ID #, name, record status, components that use them, and parameterized connector.
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