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Location: Configuration  Electronic file Template
Prerequisites:
▪None |
Optional:
▪Document (SE Document) |
Overview:
From this menu, create all the templates that can be used in the SE Suite components that are compatible with this feature. Types of templates: electronic files or documents which are already registered in SE Document. In addition, templates can be associated with complex file containers recorded in the system.
Specific Buttons:
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Click on this button to add a new template. See more details about this operation in the Configuring a template section.
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Click on this button to edit the template selected in the list of records.
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Click on this button to delete the template selected in the list of records. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
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Use "Search filters" to find records more easily through specific information: ID #, name, record status, and components that use them.
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