Location: Configuration Document Complex file container
Prerequisites:
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Overview:
Complex file container is the creation of a folder structure that allows to standardize the content of documents, resulting in 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. 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. ▪To define a complex file container for specific documents, the user should associate them through their category. View the Details Electronic file section for further details on this operation. |
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