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Location: Configuration  Document Controlled directory
Prerequisites:
▪None
Overview:
A controlled directory is a directory set in different servers. The controlled directories registered here, can be associated with the Categories or the Record retention schedules of the documents, according to their configuration defining where their electronic files will be stored.
Specific buttons:
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Click on this button to add a new controlled directory. See more details about this operation in the Configuring a controlled directory section.
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Click on this button to edit the controlled directory selected in the list of records.
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Click on this button to delete the controlled directory selected in the list of records. To perform this operation, confirm the request performed by the system.
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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/disable the record selected on the main screen. In order to view the disabled records, use the "Status" field of the General filter in the search filters panel.
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Use the "Search filters" to easily retrieve records based on specific information.
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