General parameters of SoftExpert Archive

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Prerequisite

The General Parameters menu allows defining the default settings of the component, applicable to all records registered in the system.

These configurations help streamline and simplify the use of available features.

See how to configure the general parameters of SoftExpert Physical Archive:

1. Access the menu Configuration > General Parameters (AR038).

2. In the Physical Archive section, the parameters related to physical files are configured as follows:

Parameter	Checked	Unchecked
Restrict physical archive department	When performing filing, only repositories located in the same department as the logged-in user will be available for selection.	When performing filing, it will be possible to select a repository from any department.
Allow issuance of transfer guide by the registration user’s department	When a document is registered, the issuance of the transfer guide may be performed by any user who belongs to the same department as the document’s responsible user.	Only the registration user of the document may issue the transfer guide.
When registering a document, automatically send it to the filing task	When registering a document with Physical Archive control in the Document component, it will be sent directly to filing, without requiring the issuance and receipt of a transfer guide. Note, however, that this feature applies ONLY to the first configured filing stage.	When registering a document, the system will generate the transfer guide issuance task related to the first filing stage.

3. Click the button to save the parameters.

Click here to learn how to configure the general parameters related to SoftExpert Document.

The configured parameters will be applied to all system records from now on!