How to Create a File
To create a new File in Netcontent, go to the "Cases" module from the dropdown menu in the upper right corner of the system:
Click on New
Select "File Type" in the top left corner. On the right side, you can view the fields for the File Type, attachments, and the buttons "Generate Alert," "Save," and "Exit."
After selecting the Case Type, you will see a screen like the one below. If you wish to return to the previous page, press the icon located in the top right corner .
Actions
Generate Alert: Complete the fields: subject, message, user(s), email broadcast, information of added users: name, username, user role, actions (delete).
Save: Once you have created the file, press the "Save" button. You will be given two options:
- Save: Saves the file as a draft to complete later.
- Save and activate: Saves the file, making it ready for use in Netcontent.
Exit: Exits the file creation without saving.
Edit Files
You can edit an existing case, link it manually to another case, change its type, modify fields, sign it, or manually advance to the next task.
Press "Save" to confirm changes or "Exit" to go back. Press "Set Alarms" if you wish to notify a user.
Reset to Initial Task
Pressing this icon returns the file to the main task.
Deactivate a File
Pressing this icon deactivates the file. If you do not want to delete it from the system, you can reactivate it by pressing "Activate"
.
Delete a File
Find the case and press the "Delete" Find the file and press the "Delete".
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