Adding a document to the indexing step

Documents with the Indexing control configured in their categories can be added through the following locations:

▪File Document

▪Execution Indexing (valid only for Staff license)

To do that, on the toolbar of these menus, click on the arrow next to the button and select the desired option:

▪Add new document: It allows creating a document without the need of a wizard. In this case, select the category that will classify the document and save the selection. At this point, the document data screen will be displayed. Enter an ID #, a title and other general data. For further information on this operation, see the Adding new document section.

▪Create document using wizard: Allows creating documents with the help of a wizard. The wizard offers six options:

oBlank document: Allows adding a blank document. Follow the steps from the wizard, where it will be possible to define the category that will classify the document, enter its ID #, name, the user responsible for it, its revision number, the validity date, among other information. The steps displayed may vary depending on the configurations made in the document category. See more details on how to perform this operation in the Creating a document using a wizard - Blank document section.

oFrom existing document: Allows creating a document from a previously recorded document. Follow the steps from the wizard, where it will be possible to select the document from which the new one will be created, enter its ID #, name, the user responsible for it, its revision number, the validity date, among other information. See more details on how to perform this operation in the Creating a document using a wizard - From an existing document section.

oImport ZIP: Allows creating documents from .zip files with the help of a wizard. Follow the steps from the wizard, where it will be possible to define the category that will classify the document, enter its ID #, name, the user responsible for it, its revision number, the validity date, among other information. The steps displayed may vary depending on the configurations made in the document category. See more details on how to perform this operation in the Creating a document using a wizard - Importing ZIP section.

▪Add document from a file: Allows selecting an electronic file and, from it, recording a new document. On the screen that will open, it is possible to define the category that will classify the document and, if there is more than one electronic file, whether they will all be added to the same document or each to a different document. See more details about performing this operation in the Add new document from file section.

Once done, fill out the document data. The available information depends on the characteristics, controls, and configurations established in the category. Refer to the Editing a document section to see the fields and sections that may be displayed.

Save the record after all the necessary configurations and associations for the document are performed.

When the user clicks on the Save & Exit button of the main screen of a document that has the Indexing control configured in the category, the system will ask whether it will be sent to next step:

▪By clicking on the "Cancel" option, this operation will not be performed and the system will generate the Document indexing task for the person responsible for the document, so that the sending can be performed.

▪When the user clicks on "OK" option, the document can be sent to Approval (if this option has been checked in its category) or it can be released.