Add documents

Some data screens allow adding documents of SE Document. This feature is only available if the SE Document component is part of the solutions acquired by your organization. The section, in which it allows the association/addition of attachments, is shown as follows:

Add a new document

1.To add a new document, that is, create a document and associate it with the record, click on the

button. At this point, the system opens the document data screen.

2.In the respective field, select the Category that classifies the document and save the selection. Notice that, it will only be possible to select categories where the logged-on user has the "Add" control allowed.

3.Then, enter the ID # and the Title of the document, as also, the other required fields. Notice that according to the configurations in the document category, the ID # and/or title may be configured to be generated by means of an identification mask.

4.Once done, save the record. At this point, the other sections and fields will be enabled to be filled out. Refer to the SE Document component specific documentation for further details on how to fill out the fields on the data screen of a document.

If the document has revision control or indexing approval in its category, these operations will be carried out through the SE Document component.

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

Associate an existing document

1.To associate a document already created in the system with the record, click on the

button.

2.On the selection screen that will be displayed, use the search filters to find the desired documents more easily. To select more than one document at a time, use the CTRL or SHIFT keys on the keyboard or the checkbox next to each record.

Remember that the documents that will be displayed on the selection screen, as well as the availability of viewing their data, may vary according to the permissions granted in the category and document security lists in the SE Document component. Refer to the component specific documentation for further details about the category security and its documents.

3.In some components, on the selection screen, the Link revision section can be displayed. Check it if you wish to associate a specific revision of the document with the record. In that case, select one of the following options:

▪Current: Select this option for a document in the current revision to be associated with the record. That is, if the document is in progress, it will only be considered the current revision (released).

▪In progress: Select this option for the ongoing revision of the document to be associated with the record. Notice that you will only be available to select documents with an ongoing or in-issue revision.

▪Revision: Select this option for a particular revision of the document to be associated with the record. In the field that will be enabled, select the desired revision.

4.Save the selection after that. At this point, the system will display the associated documents in the list of records.

	Click on this button to disassociate from the record, the document selected in the list of records.
	Click on this button to view the electronic file selected in the list of records.
	Click on this button to view the data of the document selected in the list of records.
	Click on this button and select the corresponding option to digitally sign the electronic file or view the electronic signature. Select the desired record before clicking on this button.