Executing a document request
 |
 |
 |
 |
 |
Prerequisites
- SoftExpert Document as part of the solutions acquired by your organization.
- User defined as responsible for executing the request.
- Previously issued document request.
Introduction
Once a document request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:
SoftExpert Document | ||
| Object type | Operation | Request execution |
| Document | Creation |
The Request execution task will be sent to the responsible party for them to create, revise, cancel, or print the requested document.
The print request is sent to the team responsible for the copy station, with said team being defined in the document category, in the Control > Printed copy section, or to the users with "Distribute copy" permission in the document security record. |
| Revision | ||
| Cancellation | ||
| Keyword | This request does not generate a task. The keyword is created at the moment of issuing the request, through the Name field. Upon issuance, the keyword will be made available in the Keyword (DC004) menu of SoftExpert Document. | |
It is possible to identify the operation of each task through the O (operation) column.
The topic on executing a print request, in this article, will illustrate the execution of the request developed during the flow as an example.
Executing a creation request
1. Access the My tasks > Document > Request execution menu.
2. Select the creation request task you wish to execute.
3. Click on the 
toolbar button.
4. In the Category field, select a category with the "Document" content type to classify the document.
5. Save the record.
6. Inform whether you wish to create a new ID # for the document. If so, the ID # will be displayed according to the identification pattern of the category.
7. Click here and use the instructions in the article that will open to create the document.
Executing a revision request
1. Access the My tasks > Document > Request execution menu.
2. Select the revision request task you wish to execute.
3. Click on the toolbar button.
4. Click on OK when the system asks whether you wish to create a new document revision or to add the request to a revision in progress.
5. On the data screen that will open, access the Revision section.
6. Make the desired changes.
7. Save the record.
Click here for more details about the execution of a revision.
Executing a cancellation request
1. Access the My tasks > Document > Request execution menu.
2. Select the cancellation request task you wish to execute.
3. Click on the toolbar button.
4. Enter an explanation to cancel the requested document.
5. Click on Finish.
Executing a print request
1. Access the My tasks > Document > Request execution menu.
2. Select the print request task you wish to execute.
3. Click on the toolbar button.
4. On the screen that will open, provide the required copy protocol data.
5. Save the record.
Click here for detailed instructions on issuing a copy protocol.
Conclusion
Once the execution is completed, the next step is to close the request.