Editing and viewing an electronic file
Prerequisites
- Access to the Document (DC010) menu.
- Document with an electronic file of the single or multiple type associated.
- User with the "View" and "Edit" controls allowed in the security list of the document.
- Document in the "Revision" or "Indexing" step for the electronic file to be edited.
Introduction
After associating an electronic file with a document in SoftExpert Document, the system allows for viewing and editing this content in a practical and secure manner. These actions are essential to keeping the document up-to-date and ensuring that its information is always accessible for authorized users. In this article, we will show how to view and edit the electronic file linked to a document, detailing the options available for each operation.
Viewing an electronic file
1. Access the Document (DC010) menu.
2. Locate the desired document and hover the mouse over it.
3. Click on the 
button that will be enabled.
- 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.
- 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 with a double click on the document to which they belong. This option will not be available if the document status is "Issue".
- 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.
- If it is the first access to the electronic file, the display mode may vary. For further details, refer to the Executing external applications article.
Edit electronic file
1. Access the Document (DC010) menu.
2. Locate the desired document and hover the mouse over it.
3. Click on the 
button that will be enabled.
4. Access the Electronic file tab on the document data screen.
5. Hover the mouse over the electronic file you wish to edit.
6. Expand the 
button that will be enabled and click on 
.
Additional available resources
| Button | Prerequisites |
| Delete |
|
| Replace | User with the "Edit" and "Delete" controls allowed in the security list of the document. |
| Download | User with the Save locally control allowed in the security list of the document. |
| Sign | User with the "Sign" control allowed in the security list of the document. |
| View signature data | No prerequisite. |
| Merge file |
|
| Translate file | Document category with the "Translation" option enabled in the Control tab. |
| Convert to PDF | "Conversion to PDF" option enabled in the general parameters. |
| Generate the API link | No prerequisite. |
Access the Configuring a permission profile article to check user access.
Conclusion
With the viewing and editing features, it is possible to access electronic files and keep them always up-to-date in SoftExpert Document. These actions make for a more practical information management and contribute to the integrity and control of documents throughout their life cycle.