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Configuring the copy distribution

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The copy distribution will be available for configuration if the "Revision" control is also defined for the category. It must be checked when you wish to define the parameters related to the distribution of the printed copies of the documents of this category.

 

To configure the distribution and copies, perform the following steps in a category:

 

1.Access the Configuration Category menu.

 

2.Select the desired category and click on the button.

 

3.In the Control tab, enable the Printed copy section. Configure the following fields:

Distribution

Responsible user

Select who will be responsible for distributing the printed copies of the documents:

Document control: Users who will have the Distribute copy permission enabled for the document that will have its copies distributed.

Responsible users for copy stations: Members of the responsible team for the copy station.

Specific team: Members of a specific team. In the field that will be enabled, select the desired team. Use the other buttons next to the field to add a new team or clear it.

Field

Send copies after

Select if the printed copies will be sent after the approval or release of the document revisions.

Obsolete copy substitution mode

Select how obsolete physical copies (from past revisions) will be replaced:

Manual: When a new revision is released, the system will generate Cancellation of obsolete copies in use for those users who are responsible for the distribution of the printed copies of the documents.

Automatic: At the time a revision is released (concluded), all printed copies from past revisions will be canceled.

Substitution: Printed copies of past revisions will be canceled just as new copies of the documents from this category are distributed.

Deadline for sending controlled copies

Enter the number of days until which the controlled copies of the documents must be sent.

Deadline for receiving confirmation

Enter the number of days until which the receiving confirmation of the printed copies of the documents must be performed.

Deadline for collecting obsolete copies

Enter the number of days until which the obsolete copies of the documents must be collected.

 

4.Save the record.