When viewing the electronic files, it will be possible to export the document data to be used as docvariables.

To do that, in the Configuration field, select the configuration of the desired metadata export.

The electronic files of the documents in this category will display watermarks.

In the Configuration field, select the configuration of the watermark that will be applied to the electronic files.

Define the type of electronic file that can be associated with the documents of the category:

• Single: only one electronic file can be associated per document.
• Multiple: several electronic files can be associated with the same document.
• Complex: complex files can be associated with the document. In the Complex file container field, select the container in which the files that will be associated with the documents will be stored.

The electronic files of documents of the category will be converted to PDF once they are associated or released. If the category already has recorded documents (that have not been converted to PDF), they will be added to the conversion queue.

If the document is associated with a training, the respective electronic file will be converted to PDF when the training starts, once the revision is approved. The conversion will be executed even if the general parameter is configured to allow for editing the document in the release step, since the file will be associated with the training and must no longer go through changes.

Check one of the following options to define the configuration of the extensions that will be converted:

• Use default configuration: the electronic files with the extensions specified in the general parameters will be converted to PDF. Hover the mouse over the icon placed next to this option to view the supported extensions.
• Convert the following formats: perform a specific configuration for file extensions that must be converted to PDF. In this case, in the field next to it, check the options that correspond to the desired extensions. If the document has an electronic file with an extension that is not set up in this field, even if its extension is compatible with the PDF conversion resource, it will not be converted. The configuration performed in this field will overwrite the default one.

Select this option so that the electronic files of the documents in this category are stored in controlled directories during this step. At this point, the following fields will be enabled:

• Saving mode: define whether the electronic files will be stored in the regular or compressed way.
• Path: select the controlled directory in which the electronic files will be stored. A different folder can be created for each status. Thus, as the status of the documents changes (for example, a new revision is created and the revision is no longer the current one), the electronic files will be copied to the folder corresponding to the current status of the document. Use the other buttons next to the field to add a new controlled directory and use it to store the files in the current step and clear the field.