Creating a document with validity
Creating a document with validity |
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See how to create a new document with validity:
1.Access the File
2.On the main screen toolbar, click on the arrow next to the
3.On the screen that opens, select the category which will classify the document being created and save the selection.
4.On the screen that will be opened, enter the document identification data and define its author.
5.The following fields related to the validity will be available: ▪Validity: Displays the default time set in the validity configuration associated with the document category. If in the validity configuration it is set that the default time will be Fixed, the values of these fields cannot be edited. If it is set that it will be Variable and the default time field has not been filled out, enter the amount of time in days, months or years or the date by which the document will be considered valid. If the field has already been filled out, the user can edit the value. ▪Validity date: Displays the date until which the document is valid according to the validity displayed/defined in the "Validity" field described above. On the displayed date, the "Document due date" task will be generated so that the revision/revalidation of the document is performed again. ▪Revalidation: Displays the date on which the last document revalidation occurred. Therefore, this field will only be filled after this operation is performed in the document. Use the button located next to it to view the revalidation data performed.
6.Save the document. |
button and click on the