How to use the electronic copy feature
Prerequisites
- Access to the Configuration > Document > Category (DC043) menu.
- Full Manager license to configure electronic copy distribution in the category.
- Acknowledgment permission to execute the publication acknowledgment task.
- Applicability evaluation permission to execute the applicability evaluation task.
Introduction
The electronic copy feature allows for controlling the distribution of published documents by issuing publication acknowledgment tasks.
This resource is configured by document category and aims to ensure that all users involved receive an electronic copy of the files associated with published documents.
Through the acknowledgment task, the system records the users' awareness of the disclosed content, contributing to traceability, internal communication, and compliance with organizational requirements related to the publishing of documents.
This article will show how to use the electronic copy feature and how it works in the document publishing process.
Operating the electronic copy feature
Watch the video below and learn how to configure this feature in the category, execute the publication acknowledgment tasks, and perform the applicability evaluation of electronic copies.
Although all operations needed to use the electronic copy have been covered by the video, the execution of the Publication acknowledgment and Applicability evaluation tasks have been separated into other articles. Refer to them, if necessary:
Conclusion
With the electronic copy feature, SoftExpert Document ensures that published documents are distributed in a controlled and traceable manner to the users involved.
This engine strengthens organizational communication, ensures the recording of awareness of the documents, and contributes to compliance with internal policies and audit requirements.
With a properly configured category, the electronic copy feature starts to integrate the publishing flow, supporting efficient and transparent management of documents in the system.