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Editing and viewing electronic files

After the association of the electronic files with the document, it is possible to access their content, either to view them or to edit them. See how to perform each one of these operations.

View electronic file

This operation can be performed through some of the main screens and certain SE Document data screens, as well as through the data screens of other SE Suite components in which there is the association of documents to the element of the component.

To successfully view it, the logged user must have the "View" control enabled in the security list of the document to which the electronic file belongs.

Step 1

In the list of records on the screen in which this feature is available, locate and select the desired document.

Step 2

Click on the toolbar button. If the selected document has more than one electronic file, a screen will be displayed to define which file you wish to view. Select the desired file and click on the button on the toolbar of the displayed screen.

At this point, the electronic file will open.

When there is no integration with Google Drive or OneDrive, or when the electronic file is accessed in screens where the integration is not available, it will be opened through the viewer configured in the Application tab of the general parameters according to their extension.

The way the screen will be opened will depend on whether it is the first access. Refer to the Executing external applications section for further details.

If the parameterized viewer is HTML5 PDF Viewer, the PDF files will be directly opened in the browser.

Edit electronic file

This operation can be performed through some of the SE Document main screens and through the document data screen. To successfully edit it, it is necessary that:

▪The document is found in the revision draft or indexing stage, or if the document does not have a revision or indexing stage, this operation must be performed during its registration.

▪The logged user has the "Edit" control enabled in the security list of the document to which the electronic file belongs.

To do that, perform the following steps:

1.In the list of records on the screen in which this feature is available, locate and select the desired document.

2.Click on the toolbar button. If the selected document has more than one electronic file, a screen will be displayed to define which file you wish to edit. Select the desired file and click on the button on the toolbar of the displayed screen.

When there is no integration with Google Drive or OneDrive, or when the electronic file is accessed in screens where the integration is not available, it will be opened through the viewer configured in the Application tab of the general parameters according to their extension.