Watermarks in electronic files under revision via Workflow |
If you wish to apply the watermark to electronic files being revised via workflow, first, perform all steps and configurations described in the Watermark in electronic files section.
Once done, some additional configurations in SE Process will be necessary:
Define the watermark that will be applied to the status of the revision activity via workflowTo perform this configuration, the user must have a "Manager" type license and access to the menu described below. To do that, perform the following steps: 1.Access the File Automation Status (PM044) menu in the SE Process component.
2.Locate and select the status to which you wish to apply a watermark in the list of records.
3.Click on the toolbar button.
4.On the screen that will be displayed, make sure the fields are filled out as the example below in the General tab: ▪Component: Document ▪Object: Document ▪Operation: Revision
5.Then, access the Control tab and find the Watermark status option.
6.In the field displayed in the "Enable" column, select the status of the document whose watermark configurations will be valid for the activity.
7.Save the record.
Repeat the steps above to configure all statuses that will be related to the revision process activities used in the documents to which you wish to apply the watermark.
Associate the status with a defined watermark with the revision process activityTo perform the operations described below, note that: ▪If your user has a "Manager" license, to perform the configurations, it is necessary to have access to the File Process (PM022) menu. ▪To edit a process and its flowchart, your user must have the "Edit" control enabled in the process security. This security can be defined and inherited from the type or customized through the "Security" option in the process data screen. ▪If the "ISO9000" or "Workflow" revision control has been configured in the selected process type, it will be necessary to create a revision to edit it. ▪If the selected process has a "Simplified" revision control, it will be necessary to enable editing to perform it.
To edit the process, perform the following steps: 1.In the list of records of the File Process (PM022) menu, locate and select the process used to control the revision of the documents to which you wish to apply the watermark.
2.Click on the toolbar button.
3.In the flowchart, select the revision process activity that, under execution, must display a watermark in the electronic file of the document.
4.Click on the Data option on the toolbar.
5.Access the Configurations Revision option.
6.In the Revision status field, check if the status that has the desired watermark status is selected. If it is not, use the other buttons next to the field to select the desired status or add a new status and associate it with the activity.
7.Save the record.
Repeat the previous steps to check all activities in which a watermark must be displayed in the files during their execution. Any changes to the flowchart will be displayed after releasing the version or close the process revision.
Print the electronic file with the configured watermarkWhen the document is created or is under revision and the activity with the status configured with a watermark is under execution, when opening and viewing the electronic file through the DocView or ExcelView viewers, the watermark will not be displayed. It will only be displayed in the printed version of the file. |