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SoftExpert Document App

This section is dedicated to users that use the SE Document desktop application, which enables a quick document search without the need to access SE Suite. It also allows for the user to save in their machine (locally) the document files to which they have the "Save locally" control allowed in their security list.

Application download

Through the View Document menu, it is possible to download the "SoftExpert Document App" installer. If the application is installed correctly, a shortcut will be created in the desktop of the user's machine.

Login

To log in, first, it is necessary to have a properly configured server and for it to be selected in the Web server field. See how to perform this operation in the "Adding a server" topic below.

Then, enter the user and password to access SE Suite. Check the Remember my password option for the application to record your username and password and use them at the next login.

Once done, click on the Login button. At this point, the application screen will be opened. See more information in the Viewing a document section.

For the next logins, the fields will be filled out with the previously configured information. If the "Remember my password" option is enabled, it will only be necessary to click on the login button.

The application language will be the same language configured for the user in SE Suite. For the application language to be edited, it is necessary to edit the language of the user that is accessing it.

Adding a server

When logging in the application for the first time, click on the New server option. Fill in the following fields on the screen that will be displayed:

Fields
Server name	Enter a name to identify the environment. For example: Production, Test etc.
Server URL	Enter the access link to the SE Suite.

Click on the Save option. The server will be shown in the server list. Use the buttons next to the server to edit its data. To add more than one server, use the "New server" option at the bottom of the listing.

Off-line access

If the server is not available because of an update, an incorrect configuration or other reasons, a message informing that it could not connect to the server will be displayed. In this case, the Access in offline mode option will be displayed. When accessing this option, the application screen will be opened, but only the documents that are stored locally will be available.