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- A -

Access profile

Accessing the content of electronic files

Adding a certificate (Automatic signature)

Adding a checklist

Adding a complex file container

Adding a controlled directory

Adding a document from a file

Adding a document without a wizard

Adding a keyword

Adding a new document

Adding a new topic to the forum

Adding a question to the checklist

Adding a responsibility route

Adding a responsible party to a responsibility route

Adding a team

Adding a template

Adding a validity

Adding an attribute

Adding an electronic file

Adding an identification mask

Adding an item to the container structure

Adding an item to the mask

Adding comments

Alerts and tips

Assembling the complex file container structure

Attribute

- C -

Cancelling a document

Capturing e-mails from an account

IconTesting e-mail capture
IconCapturing e-mails from an account

Category

Certificate (DC058)

Checklist

ClickSign

Closing a contract

Closing a topic

Comment (Chart)

Comment (Text)

Commenting on a topic of the forum

Complex file container

Configuring a category

Configuring a checklist

Configuring a complex file container

Configuring a controlled directory

Configuring a record retention schedule

Configuring a responsibility route

Configuring a scheduling

Configuring a team

Configuring a template

Configuring a validity

Configuring an attribute

Configuring an attribute mask

Configuring an attribute relationship

Configuring an e-mail template

Configuring an external attribute

Configuring an HTM/HTML file (with tags)

Configuring an identification mask

Configuring integration with ClickSign

Configuring integration with DocuSign

Configuring spreadsheets for document import

Controlled directory

Copy protocols

Copy receiving acknowledgment

Copy view

Copying a category

Creating a document using a wizard - Blank document

Creating a document using a wizard - From an existing document

Creating a document using a wizard - Importing a CAD file

Creating a document using a wizard - Importing XLS

Creating a document using a wizard - Template

Creating a document using wizard - Importing ZIP

- D -

Deleting a document

Deleting a topic from the forum

Desktop Application

Digital signature in electronic files

Digital signature in electronic files via DocuSign

Document

Document library

Document transmittal form

Document transmittal form view

Document View

Document X copy station matrix

Document X training

Document X user matrix

DocuSign

- E -

Edit electronic file

Editing a certificate (Automatic signature)

Editing a checklist

Editing a complex file container

Editing a controlled directory

Editing a document

Editing a keyword

Editing a responsibility route

Editing a team

Editing a template

Editing a validity

Editing an attribute

Editing an electronic file through Google Drive or One Drive

Editing an identification mask

Editing attributes of document batches

Editing the status of a document

Editing the topic of a forum

Electronic file - Complex

Electronic file - Multiple

Electronic file - Single

Electronic file (section)

Electronic file (tab)

Electronic files verification

E-mail import

E-mail import configuration

IconE-mail import configuration
IconE-mail import configuration

Executing external applications

Executing request to create keyword

Execution (Tasks)

Execution tasks

Exporting electronic files from the transmittal form

External sharing

- F -

Filtering searches

Finishing a transmittal form

Frequently asked questions about tasks

Full Text Search

- G -

General considerations on SE Suite searches

General parameters

General parameters configuration

General search

Google Docs

Google Drive API

- H -

How to perform advanced searches

How to perform quick searches

- I -

Identification mask

Important comments on e-mail capture

Issuing copy protocols

Issuing transmittal forms

- K -

Keyword

- L -

List of signatories (DC059)

Login (Add-in)

Login (SoftExpert Document App)

- M -

Metadata export

Microsoft OneDrive

MS Excel add-in

MS Outlook add-in

MS Word add-in

My tasks

- O -

Offline document

OneDrive API

Open (Add-in)

Opening an electronic file (Add-in)

- Q -

Quick search

- R -

Record retention schedule

Releasing a document

Revalidation view

Revision acknowledgment

Revision process

- S -

Save in existing (Add-in)

Save new document (Add-in)

Save searches

SE Document Add-in

SE Suite indexing and search standards

Sending a document in the Indexing step to the next step

Sending a message in a topic of the forum

SoftExpert Document App

Structure (Complex file container)

Subjects under discussion

System auditing view

- T -

Tasks (View)

Tasks menu

Team

Template

Testing e-mail capture

Tracking (Tasks)

Tracking tasks

Translating the name of an attribute

Troubleshooting (Electronic files verification)

- U -

Usage tips

User profile

- V -

Validity

Verification result

View electronic file

View menu

View revision

View tasks

Viewing a document (SoftExpert Document App)

Viewing an electronic file through Google Drive or One Drive

- W -

Watermark