Open protocol
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Prerequisites
- Access to the menu Management > Opening (PT003).
- Protocol type previously configured.
Presentation
In the opening management menu, it is possible to register new protocols for physical or electronic documents.
During the process, the user can include or associate documents already registered in SoftExpert Document, attach files from their local directory, and perform digital signatures, ensuring the authenticity of the information.
After completing the required data, the protocol can be dispatched to the defined recipients, initiating its routing within the system.
During the explanation of the features, the opening of an electronic protocol used for requesting municipal services will be demonstrated.
Open protocol
Watch the video below to learn how to register a protocol:
- For more details about using the identification mask, click here.
- For more details about the Security tab, click here.
- To learn how to fill in attributes, click here.
- To learn how to create a document, click here.
- To learn how to digitally sign a document, click here.
Conclusion
Properly opening protocols is essential to ensure traceability and information security within the organization.
With this feature, users can formally initiate the routing of documents, ensuring that the entire process is conducted in an organized, efficient, and standards-compliant manner.
Once the protocol is opened, the next step is to dispatch it.