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• Welcome to SoftExpert Document
• Overview
• Actionable event
  • Configuring an actionable event
  • Executing an actionable event
• Approval
  • Configuring a responsibility route
  • Configuring (indexing) approval in the category (route)
  • Configuring (indexing) approval in the category (workflow)
  • Creation with approval
  • Executing the approval via route
  • Executing the approval via workflow
  • E-mail template
    • Configuring an e-mail template
• Attribute
  • Configuring an attribute
    • Indeterminate attribute mask
    • External attribute
    • Relationship
  • Translating an attribute
• Category
  • Configuring a category
    • Electronic file
  • Copying a category
• Checklist
  • Configuring a checklist
• Complex file container
  • Configuring a complex file container
  • Adding an item to the container structure
• Controlled directory
  • Configuring a controlled directory
• Conversion to PDF
  • Configuring the conversion to PDF in the category
  • Manually executing the conversion to PDF
  • Parameterizing the conversion to PDF
  • Tracking the conversion to PDF
• Document
  • Adding a document from a file
  • Adding a new document
  • Adding comments
  • 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 wizard - Importing ZIP
  • Deleting a document
  • Document due date
  • Editing a document
    • Associations
    • External sharing
  • Editing attributes of document batches
  • Editing the status of a document
• Document indexing
  • Adding a document to the indexing step
  • Configuring the document indexing
  • Executing the document indexing
• Document relationship
  • Contract
    • Associating a contract
    • Configuring a contract
  • Document structure
    • Revision acknowledgment: General parameterizations
    • Structuring a document
  • Translation
    • Associating translations
    • Translation configuration
    • Translation revision
• Document training
  • Configuring the document training
  • Training registration
• Document transmittal form
  • Associating documents with the transmittal form
    • Configuring a transmittal method
    • Configuring an issuance reason
  • Configuring a transmittal form type
  • Exporting electronic files from the transmittal form
  • Finishing a transmittal form
  • Issuing transmittal forms
• Document with physical file control
  • Configuring the physical file of a document
  • Managing the physical file of a document
• Docvariable
  • Adding a metadata export
  • Adding docvariables - LibreOffice
  • Adding docvariables - MSExcel
  • Adding docvariables - MSWord
  • Adding metadata
  • Defining a metadata type
  • Editing a metadata export
  • Problem solving - Docvariables
  • Tracking the metadata completion
  • Using docvariables in electronic files
• Electronic copy
  • Configuring the applicability evaluation
  • Configuring the publication acknowledgment
  • Executing the applicability evaluation
  • Executing the publication acknowledgment
• Electronic file
  • Adding complex files to the document
  • Adding single and multiple electronic files to the document
  • Document with complex files
  • Document with single and multiple electronic files
  • Editing and viewing electronic files
  • Executing external applications
  • Parameterizing electronic file viewers
  • Using Google Docs for electronic files
  • Using OneDrive for electronic files
  • Verifying the integrity of electronic files
    • Verification result
• Forum
  • Creating a topic
• General parameters
  • Configuring the general parameters
• Identification mask
  • Configuring an identification mask
• Import
  • Configuring spreadsheets for document import
  • E-mail import
    • E-mail import configuration
    • Testing e-mail capture
  • Importing a document
  • Importing a revision
• Keyword
  • Creating a keyword
• My tasks
  • Execution
  • Tracking
  • Frequently asked questions about tasks
• Printed copy
  • Cancelling a printed copy
  • Configuring a copy station
  • Configuring the copy distribution
  • Confirming the copy receiving
  • Document X copy station matrix
  • Issuing a copy protocol
    • Adding a distribution reason
  • Obsolete copies cancellation
  • Sending printed copies
• Record retention schedule
  • Configuring a record retention schedule
• Revision
  • Configuring the ISO9000-based revision
  • Adding a revision route
  • Configuring the revision via workflow
  • Revision process configuration
  • Adding a revision reason
  • Creating a document revision
  • Executing the revision via workflow
  • Executing the revision (ISO9000)
  • General revision parameterization
  • Comparing revisions
• SE Document Add-in
  • Login (Add-in)
  • Opening
  • Saving a new document
  • Saving in existing
• Security
  • Configuring a security rules set
    • Associating a rule with the category
    • Configuring a security rule
  • Configuring the category security
  • Configuring the document security
  • Configuring the security for offline users
  • Document X user matrix
• Signature
  • Automatic signature
    • Certificate
      • Configuring a certificate
    • List of signatories
      • Configuring the list of signatories
  • Configuring signatures in the category
  • Digital signature
    • Configuring a digital signature
  • Electronic signature
    • BRy
    • ClickSign
    • DocuSign
    • GOV.BR
    • SignOn
  • Digital signature in documents
  • Electronic signature in documents - Docusign
  • Electronic signature in documents - ClickSign
  • Electronic signature in documents - SignOn
  • Digital signature in documents - BRy
  • Signature parameterizations
• SoftExpert Document App
  • Viewing a document
• Team
  • Configuring a team
• Template
  • Configuring a template
• Validity
  • Configuring a validity
  • Associating a validity with the category
  • Creating a document with validity
  • Executing a revalidation
  • Revalidation management
• View
  • Copy
  • Document
  • Document transmittal form
  • Document X training
  • Revalidation
  • Revision
  • System auditing
  • Tasks
  • Search filters
  • Saved searches
  • Quick search and Full text search
    • General considerations
    • How to perform advanced searches
    • How to perform quick searches
    • SE Suite indexing and search standards
  • Dynamic navigator
    • Adding an item to the dynamic navigator
    • Translating a dynamic navigator
• Watermark
  • Adding a text item to the watermark
  • Adding a watermark configuration
  • Configuring a barcode as a watermark
  • Configuring a QRCode as a watermark
  • Configuring an image as a watermark
  • Defining the information type that will be displayed through the watermark
  • Editing a watermark configuration
  • Importing watermark items from another status
  • Problem solving - Watermark
  • Watermarks in electronic files
  • Watermarks in electronic files under revision via Workflow
• Workflow from a document
  • Configuring an instance from a document