Documents

Activity Records
We’ve implemented the Activity Records feature, which allows you to view logs with the history of changes made in the Documents module. With this feature, y...
Tue, 15 Jul, 2025 at 11:12 AM
Consulting a document
The query tool in the Document Management module allows for faster document viewing, and it's possible to refine the search using the available filters....
Wed, 9 Jul, 2025 at 3:17 PM
Dashboard - Document Management
The dashboard for the Document Management module was developed to make it easier for users to view the most important data related to documents registered i...
Mon, 7 Jul, 2025 at 10:06 AM
Delete category
To delete the document category, you must have this permission enabled for your user level. For more details, check out this article.  To delete the doc...
Thu, 10 Jul, 2025 at 9:50 AM
Delete document
Whenever necessary, the system allows documents to be deleted. However, to perform deletions, your user level must have the appropriate permission enabled. ...
Fri, 11 Jul, 2025 at 5:24 PM
Download a Document
Whenever necessary, the system allows document files to be downloaded in the same format they were uploaded. However, to perform downloads, your user level ...
Wed, 16 Jul, 2025 at 9:32 AM
Edit a document
The Document Management module allows editing of document records whenever necessary. However, to make changes, you must have this permission enabled in you...
Thu, 10 Jul, 2025 at 10:48 AM
Elaborate a Document
Article in development
Tue, 15 Jul, 2025 at 2:58 PM
How to export the master document list
The system allows exporting the master document list to an Excel file, so you can consult all documents in this file and perform the necessary controls. To ...
Wed, 9 Jul, 2025 at 2:53 PM
Mandatory reading control
First, to add mandatory reading to a new document or to an already registered document, you need to go to step 4 of the registration process, the "Conf...
Tue, 15 Jul, 2025 at 10:58 AM