Editing and viewing an electronic file
Prerequisites:
- Access to the File > Document (DC003) menu.
- Document with associated electronic file.
- User with the "Edit" control enabled in the security list of the document.
- User with the "View" control enabled in the security list of the document.
- Document in the Revision or Indexing step to enable the editing of the electronic file.
Introduction
After associating an electronic file with the desired document, it is possible to view it and edit it.
See the steps to perform these operations below:
Editing and viewing electronic files
1. Access the File > Document (DC003) menu.
2. In the list of records, select the desired documents.
- To edit the electronic file, click on the
button on the toolbar. Save the changes upon exiting. - To view the electronic file, click on the
button on the toolbar.
- If the Double click electronic file to view it option is checked in the General tab of the general parameters, the files can also be viewed by double clicking on the document to which they belong. This option will not be available if the document status is "Issue".
- It is possible to view the electronic file in a quick way by clicking on the icon displayed in the EF column. If there is more than one electronic file associated with the document, a screen will be opened with a list of all associated electronic files. Click on the file you wish to view.
- The file will be opened by the viewer configured in the Application tab of the general parameters, except in the cases of integration with Google Drive or OneDrive.
- The way the screen will be opened will depend on whether it is the first access. For further details, refer to the Executing external applications article.
Conclusion
Thus, the electronic file has been viewed or edited.