Prerequisites

• Access to the Document (DC010) menu.
• Previously created content block to add blocks to the editor.
• Previously created document.

Introduction

SoftExpert Document provides an integrated native editor that allows creating, editing, and managing electronic files directly in the system, without the need to use external applications, such as third-party text editors.

In addition to basic editing features, the SoftExpert Document editor has exclusive features aimed at document management, such as variables insertion, reusable content blocks, integration with category metadata, and support for collaboration among users.

This set of features enables greater standardization, agility, and control during document draft and revision, ensuring that all content is produced and maintained within the controlled environment of the system.

Creating a file via the editor

1. Access the Document (DC010) menu.

2. Right-click on the desired document.

3. Click on the button that will be displayed.

4. Access the Electronic file tab.

5. Expand the Add button and click on the Create file option.

6. Create the file content in the editor that will open.

Overview and exclusive features

SoftExpert Document allows working with content blocks, variables, simultaneous collaboration, and more.

Watch the video below and see how to use these features:

Conclusion

Using the SoftExpert Document's native editor, the organization centralizes the creation and editing of electronic files in a single environment, integrated with the revision, approval, and version control processes.

The editor's exclusive features, such as variables, content blocks, and integration with system data, contribute to document standardization and reduced rework, in addition to offering greater information security and traceability.

Thus, the editor becomes an essential tool for efficient document creation in SoftExpert Document, supporting both user productivity and the organization's document governance.