This topic will teach you to create a document in a simple way: without revision control and with public security.

For that, simply follow the 3 steps below:

1st step: Creating a record retention schedule

The record retention schedule defines where the electronic files will be stored.

As your goal is not to detail this record, we will create a simple record retention schedule.

To do that, access the DC042 menu and perform the following steps:

Click on the button.

Fill out the ID # with "RRS01" and the name with “Record retention schedule”.

Keep the "Current" tab with the default configurations and save the record:

For further details on the record retention schedule, refer to the SE Document manual.

2nd step: Creating the document category

Now that the record retention schedule has been created, we will create the document category. It is important to understand what this record is.

The category creation is quite important, as it has, in summary, two objectives:

Organizing the documents, like a classification from a bookstore or a library.

Defining the behavior of the documents in this category.

For this topic, we will create a category named "Invoice", which will not have revision control.

To do that, access the DC043 menu, click on the button, and fill out the fields as displayed in the image below:

Once done, click on the button.

To successfully add documents to the category, it is necessary to assign controls to the users.

To do that, access the Details tab, in the Security > Document section, and click on the button.

On the screen that will be opened, select the "All" option and, in the Controls field, check all available options.

Simply save after that.

The first category has been created! We can now start creating documents in it!

3rd step: Creating the document

To create a document, access the DC003 menu, click on the arrow next to the button and select the option to create a document using the wizard:

In the first steps, select the Invoice category.

On the document data, enter the ID #, the title, and the date:

In the Electronic file step, add any file you have saved on your computer.

To do that, click on the button, browse the folders of your computer, and select the desired file.

Once done, click on Finish! All done! The document has been successfully created!

The documents created in the Invoice category can be viewed by selecting it in the "Type" filter on the main screen: