Changelog - Document
The table below describes the main changes made in the SoftExpert Document help center for version 3:
Version 3
3.0
Creation of the following articles:
First steps
- Configuring integration in Adobe Acrobat Sign - New Adobe Acrobat Sign signing tool added.
- Signing a document via Adobe Acrobat Sign - New Adobe Acrobat Sign signing tool added.
- Signing a document via SoftExpert Sign - New SoftExpert Sign signing tool added.
Advanced resources
- Configuring a content block type - New Content block type (DC065) menu added.
- Creating a content block - New Content block (DC066) menu added.
- Using add-in for Word Online - Add-in for Word Online added.
- Translating an electronic file - Article about file translation added to the manual - feature with support for machine and manual translation.
- Creating files via SoftExpert editor - SoftExpert Editor added, with component-exclusive features.
- Creating a document using the wizard - Article about the creation wizard added to the manual - feature suited to the new system design.
- Updating metadata manually - New feature for updating metadata manually added.
- Copying a document category - Article about category copying added to the manual.
- Copying security - Article about security copying added to the manual.
- How to use variables in SoftExpert Document - New variables feature added to the system.
Update of the following articles:
- Learn about SoftExpert Document - Graphic material updated with the new system layout and the task center, and duplicate menus removed.
First steps
- Creating a document category - Information about security rules added, and graphic material updated according to the new system layout.
- Configuring an electronic file in the category - New electronic file parameters added: "Use the document title as the name of files generated from the template", "Block electronic file generation through the form", and "Allow users with printing permission to edit the electronic file". Graphic material updated according to the new system layout.
- Configuring a record retention schedule - Graphic material updated according to the new system layout.
- Creating a document - Graphic material updated according to the system's new layout and unified menu.
- Adding single and multiple files to the document - Graphic material updated according to the new system layout.
- Adding complex files to the document - Improvements made to the listing and organization of complex files: duplication of folders and subfolders, file counter, and display of single and multiple document files. Graphic material updated according to the new system layout.
- Configuring a copy station - Graphic material updated according to the new system layout.
- Configuring a printed copy in the category - Graphic material updated according to the new system layout.
- Associating a copy station with the document - Graphic material updated according to the new system layout.
- Issuing a copy protocol - Graphic material updated according to the new system layout.
- Confirming the receiving of the copies - Copy receiving acknowledgment (DC018) menu deleted. Graphic material updated according to the system's new layout and task center.
- Configuring a signature - New signing tools and new webhook feature for the BRy integrator added. General improvements made and graphic material updated according to the new system layout.
- How to use the automatic signature Graphic material updated according to the new system layout.
- Configuring a certificate - Graphic material updated according to the new system layout.
- Configuring the list of signatories - Graphic material updated according to the new system layout.
- Associating a signature configuration with the category - Graphic material updated according to the new system layout.
- Creating a document with signature - Graphic material updated according to the new system layout.
- Signing a document - Graphic material updated according to the system's new layout and unified menu.
- Signing a document via DocuSign - Content updated according to the new Document (DC010) unified menu.
- Signing a document via SignOn - Content updated according to the new Document (DC010) unified menu.
- Signing a document via ClickSign - Content updated according to the new Document (DC010) unified menu.
- Signing a document via BRy - Content updated according to the new Document (DC010) unified menu.
- Signing a document via GOV.BR - Content updated according to the new Document (DC010) unified menu.
- Signing a document via OneSpan - Content updated according to the new Document (DC010) unified menu.
- Signing a document via D4Sign - Content updated according to the new Document (DC010) unified menu.
- Configuring the indexing control - Graphic material updated according to the new system layout.
- Creating a document with approval - Graphic material updated according to the new system layout.
- Approving a document via responsibility route - Graphic material updated according to the system's new layout and task center.
- Approving a document via workflow - Graphic material updated according to the system's new layout and task center.
Advanced resources
- General parameters of SoftExpert Document - General parameters reorganized and visually standardized. Option added for downloading a commented file with markups, new parameter for metadata delimiter, and information added about file editing during release and about the browser's native viewer.
- Generating a training certificate - Graphic material updated according to the new system layout.
- Configuring rules - Controls and security rule permissions specified. Graphic material updated according to the new system layout.
- Configuring a copy distribution template - Graphic material updated according to the new system layout.
- Adding comments to the document - Information added about the unavailability of this feature in the Document (DC010) unified menu.
- Adding keywords to a document - Graphic material updated according to the new system layout.
- Configuring a document relationship - "Where used", in Relationships, changed to "Related documents", and section updated. Graphic material updated according to the new system layout.
- How to use the external sharing of documents - External sharing view history added to the manual's article. Graphic material updated according to the new system layout.
- How to use document associations - Associations tab standardized. Graphic material updated according to the new system layout.
- Importing a document or revision - Import wizard adapted to the new unified menu design. Graphic material updated according to the new system layout.
- Importing a revision - Information added about the discontinuation of the feature through the Management > Revision (DC007) menu.
- Configuring an import spreadsheet - Improvements and adjustments made due to fixes applied to the feature.
- Changing the status of a document - Information added about the unavailability of this feature in the Document (DC010) unified menu.
- Configuring controls in the category - Graphic material updated according to the new system layout.
- Configuring a workflow association control in the category - Graphic material updated according to the new system layout.
- Configuring a translation control in the category - Graphic material updated according to the new system layout.
- Configuring a physical file control in the category - Graphic material updated according to the new system layout.
- Configuring a validity control in the category - Graphic material updated according to the new system layout.
- Configuring an e-mail template - Graphic material updated according to the new system layout.
- How to use a watermark - Information improved.
- Configuring a watermark - Graphic material updated according to the new system layout.
- Adding a text item to the watermark - Graphic material updated according to the new system layout.
- Adding an image as a watermark - Graphic material updated according to the new system layout.
- Adding a barcode as a watermark - Graphic material updated according to the new system layout.
- Adding a QR Code as a watermark - Graphic material updated according to the new system layout.
- Adding a copy cancellation link to a watermark - Graphic material updated according to the new system layout.
- Importing watermark items from another status - Graphic material updated according to the new system layout.
- Configuring and associating a watermark with the category - Graphic material updated according to the new system layout.
- Using a watermark in electronic files under revision via Workflow - Graphic material updated according to the new system layout.
- How to use the conversion to PDF - New information about the feature and about the option for downloading commented files with markups. Graphic material updated according to the new system layout.
- How to use docvariables - Information improved.
- Configuring the metadata export - New option for revision participants' signature. Graphic material updated according to the new system layout.
- Using docvariables in electronic files Graphic material updated according to the new system layout.
- Adding docvariables to MS Word - Information improved, and warning about the feature's unavailability in Word Online added.
- Tracking the metadata completion - Graphic material updated according to the new system layout.
- How to use the electronic copy feature - Graphic material updated according to the system's new layout and task center.
- Executing the publication acknowledgment - Publication acknowledgment (DC017) menu deleted and graphic material updated according to the system's new layout and task center.
- Executing the applicability evaluation - Graphic material updated according to the system's new layout and task center.
- How to use the document transmittal form - Information improved.
- Configuring a transmittal form type - Graphic material updated according to the new system layout.
- Issuing a transmittal form - Use of AI to fill in the "Comments" field in the document transmittal form. Graphic material updated according to the new system layout.
- Creating a transmittal method - Graphic material updated according to the new system layout.
- Closing a transmittal form - Graphic material updated according to the new system layout.
- Exporting electronic files from the transmittal form - Graphic material updated according to the new system layout.
- Creating a document x user matrix - Graphic material updated according to the new system layout.
- Creating a document x copy station matrix - Graphic material updated according to the new system layout.
- Creating a document with indexing control - Graphic material updated according to the new system layout.
- Cancelling copies - Graphic material updated according to the new system layout.
- Executing a document indexing - Graphic material updated according to the system's new layout and task center.
- Verifying the integrity of electronic files - New information about operations not available for direct use, and graphic material updated to the new system layout.
- Executing external applications - Graphic material updated according to the new system layout.
- Editing and viewing an electronic file - New electronic file viewing and editing permissions, new option for downloading with markups, for renaming files in revision steps, new sorting using more columns, and new information about editing during the release step. Graphic material updated according to the new system layout.
- Using Office 365 online to edit electronic files (formerly "Editing and viewing electronic files with OneDrive") - Microsoft 365 integration updated and information improved.
- Editing and viewing electronic files with OneDrive - New option added, for editing files with the .doc, .xls, .ppt, and .pps extension in OneDrive, and Microsoft 365 integration updated.
- Using AI in PDF documents - SoftExpert Copilot articles made available in the manual.
- Using AI to create and edit text - SoftExpert Copilot articles made available in the manual.
- Comparing revisions with AI - SoftExpert Copilot articles made available in the manual.
- SoftExpert Document views - Information added to distinguish the Audit trail (DC027) and System auditing (CM002) menus. Graphic material updated according to the new system layout.
- SoftExpert Document tasks - Permission required for receiving the document due date task added, and content updated according to the new task center. Graphic material updated according to the new system layout.
For the changes made in previous versions, check below:
Version 2.2
2.2.4
Creation of the following articles:
Advanced resources
- Configuring integration in OneSpan - New signing tool added
- Configuring integration in D4Sign - New signing tool added
- Signing a document via OneSpan - New signing tool added.
- Signing a document via D4Sign - New signing tool added.
Update of the following articles:
First steps
- Configuring a signature - New signing tools added
- Signing a document - New signing tools added
2.2.3
Creation of the following articles:
Advanced resources
- Adding a copy cancellation link to a watermark
- Configuring a copy distribution template
- Configuring an e-mail template
- Configuring a rule
- Creating a document X copy station matrix
- Cancelling copies
- Creating a document x user matrix
Update of the following articles:
First steps
- Adding complex files to the document - Creation button added, and resources for changing the complex file container structure updated.
- Configuring an electronic file in the category - Permission option for changing the complex file container structure in the document added.
- Confirming the receiving of the copies - Execution > Copy receiving acknowledgment (DC018) menu added.
Advanced resources
- How to use a watermark - Copy cancellation link resource for watermarks added.
- Configuring a watermark - Copy cancellation link resource for watermarks added.
- Configuring the metadata export - Information added to the Approver of the Revision data metadata type item.
- Adding keywords to a document (formerly "Creating keywords") - Keyword and AI integration feature added.
- Editing and viewing an electronic file - Layout updated in the Electronic file tab, and updated features added.
- How to use document associations - SoftExpert Action association removed, and SoftExpert Kanban association added.
- Configuring a transmittal form type - Video updated with the new security feature in the document transmittal form type.
- SoftExpert Document views - System auditing view added.
2.2.2
Update of the following articles:
First steps
- Issuing a copy protocol - Video updated with the Summary tab added to the issuance screen.
Advanced resources
- How to use the electronic copy feature - Video updated to add the new copy distribution parameters of the document category.
2.2.1
Update of the following articles:
First steps
- Creating a document category - Training and electronic copy features added to the "Electronic distribution" tab of the document category.
- Configuring a training in SoftExpert Document - Video updated to separate training configuration from security, now available in the "Electronic distribution" tab of the document category.
- How does the permission profile work - New document security with access profiles added.
Advanced resources
- General parameters of SoftExpert Document - PDF conversion option for PDF/A added to the "Conversion to PDF" topic.
- How to use the conversion to PDF - PDF conversion option for PDF/A added to the "Parameterizing the conversion to PDF" tab.
- How to use the electronic copy feature - Video updated to separate electronic copy configuration from security, now available in the "Electronic distribution" tab of the document category.
2.2.0
Creation of the following articles:
First steps
- Creating a document category
- Configuring an electronic file in the category
- Configuring a record retention schedule
- Creating a document
- Adding single and multiple files to the document
- Adding complex files to the document
- Configuring a copy station
- Configuring a printed copy in the category
- Associating a copy station with the document
- Issuing a copy protocol
- Confirming copy receiving
- Configuring a signature
- How to use the automatic signature
- Configuring a certificate
- Configuring the list of signatories
- Configuring the integration with DocuSign
- Configuring the integration with SignOn
- Configuring the integration with ClickSign
- Configuring the integration with BRy
- Configuring the integration with GOV.BR
- Associating the signature configuration with the category
- Creating a document with signature
- Signing a document
- Signing a document via DocuSign
- Signing a document via SignOn
- Signing a document via ClickSign
- Signing a document via BRy
- Signing a document via GOV.BR
- Configuring the indexing control
- Creating a document with approval
- Approving a document via responsibility route
- Approving a document via workflow
- Configuring a training in the category
- Registering a training
- Planning a document training in SoftExpert Training
- Generating a training certificate
Advanced resources
- General parameters of SoftExpert Document
- Creating a copy distribution reason
- Creating a keyword
- Adding comments to the document
- Configuring a document relationship
- How to use the external sharing of documents
- How to use document associations
- Importing a document
- Importing a revision
- Configuring an import spreadsheet
- Changing the status of a document
- Configuring controls in the category
- Configuring a workflow association control in the category
- Configuring a translation control in the category
- Configuring a physical file control in the category
- Configuring a validity control in the category
- How to use a watermark
- Configuring a watermark
- Adding a text item to the watermark
- Adding an image as a watermark
- Adding a barcode as a watermark
- Adding a QR Code as a watermark
- Importing watermark items from another status
- Using a watermark in electronic files
- Watermarks in electronic files under revision via Workflow
- How to use the conversion to PDF
- How to use the electronic copy feature
- How to use docvariables
- Configuring the metadata export
- Using docvariables in electronic files
- Tracking the metadata completion
- Adding docvariables to MS Excel
- Adding docvariables to Libre Office
- Adding docvariables to MS Word
- Executing the publication acknowledgment
- Executing the applicability evaluation
- How to use the document transmittal form
- Configuring a document transmittal form type
- Issuing a transmittal form
- Associating documents with the transmittal form
- Creating a transmittal method
- Creating an issuance reason for transmittal forms
- Closing a transmittal form
- Exporting electronic files from the transmittal form
- Creating a document with indexing control
- Executing a document indexing
- Verifying the integrity of electronic files
- Executing external applications
- Editing and viewing an electronic file
- Using Google Docs for electronic files
- Using OneDrive for electronic files
- SoftExpert Document views
- SoftExpert Document tasks