Register physical document
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This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.
Prerequisites
- Access to the menu Registration > Document (DC003) or Document (DC004).
- Category with Archive control configured.
Overview
Registering a physical document is the step that initiates the archival control defined in the document category.
After configuring the category with the desired retention schedule, the document registration allows it to enter the Archive workflow in SoftExpert, following the previously established stages such as Current, Intermediate, Media burning, or Final destination.
This procedure ensures that each physical document is identified, classified, and registered in a standardized manner, enabling proper monitoring of its life cycle within the system.
Register physical document
1. Access the menu Registration > Document (DC003) or Document (DC004).
2. Click the Include button on the toolbar.
3. Select a category with Archive control enabled and save.
4. Fill in the document’s general data and upload the required electronic files.
5. Click Save and exit.
Click here for detailed instructions on how to register a document.
Conclusion
After registration, the document is automatically sent to the Archive component, where the archiving workflow configured in the category begins.
The forwarding occurs through the Transfer form issuance task, according to the first stage configured in the retention schedule. Click here to access the next step.
From this moment on, the system controls deadlines, responsibilities, and movements according to the applied retention schedule.
This process ensures organization, traceability, and compliance in the management of physical documents, ensuring that each stage of archiving is executed in a structured and consistent manner.