Saving a new document

The add-in also allows you to save in the SE Document the desired electronic files, be it an MS Word file, an MS Excel spreadsheet or an MS Outlook email, from the application itself. To do that, in the SoftExpert tab of the application, click on the Save new document option.

▪For this resource to work correctly, it is necessary for the authenticated user to have the access controls to the category and to the document properly allowed in their respective security lists.

▪If the user is not yet authenticated, the add-in will prompt the login.

Step 1

Define the category that will classify the document to be created from the file. to do that, in the hierarchy displayed in the Browse tab, select the desired category. Use the filter in the upper part of the panel to locate the category more easily. The buttons next to the filter allow searching for the entered value and cleaning the filter.

Step 2

If attributes were associated with the previously selected category, they will be displayed to be filled out. Those attributes that are required must necessarily, have their values filled in. The blocked attributes will be filled by the system with the default value set at the time of its association to the document category. The way to fill out an attribute varies according to the configurations established during its registration.

After entering the necessary values, click on the Next option displayed at the bottom of the screen. If the category does not have associated attributes, this step must not be considered.

Step 3

File name

Displays the name of the file (MS Word and MS Excel) or the title of the e-mail (MS Outlook), and it is possible to edit it. In that case, enter the desired name. The name entered in this field will be the title of the new document created in SE Document.

What do you wish to save?1	Checked	Unchecked
Message	The e-mail message will be saved as an electronic file (.msg) of the document that will be created. It is possible to set whether the message will be saved with or without its attachments.	The email message will not be saved as an electronic file of the document.
All attachments	Allows defining which message attachments should be saved as electronic files of the document that will be created. In this case, check the desired attachments from the list displayed below this option.	The message attachments will not be saved as electronic files of the document.

1 - Available only if the add-in is being used through MS Outlook and if the e-mail that will be saved has attachments.