Files
help365/platform/doc_registration.html
2025-05-27 21:32:35 +04:00

190 lines
16 KiB
HTML
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Document registration</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="This widget allows users to register a document. For example, you can place it on a process task form. After the task is assigned to the user, they can specify a category for..." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; <a href="interface_settings.html">Set up interfaces</a> &gt; Widget types &gt; Data widgets / Document registration</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Document registration</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-size: 15px; color: #394149;">This widget allows users to register a document. For example, you can place it on a process task form. After the task is assigned to the user, they can specify a category for registration, and register the document right away without leaving the task page.</span></p>
<p style="line-height: 1.20;"><span style="color: #394149;">The </span><span style="font-weight: bold; color: #394149;">Document registration</span><span style="color: #394149;"> </span><span style="color: #394149;">widget is available only for </span><span style="font-weight: bold; color: #394149;">Document</span><span style="color: #394149;">-type apps and requires you to enable registration.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-size: 15px; color: #394149;">To learn more about setting up document registration, see</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="records_classification" class="weblink">Document categorization and registration settings</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;"><span style="color: #394149;">To configure the widget, drag it to the canvas from the right panel of the <a href="interface_designer.html" class="topiclink">interface designer</a> or click </span><span style="font-weight: bold; color: #394149;">+Widget</span><span style="color: #394149;">. </span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">To learn more, see&nbsp;</span><span style="font-size: 15px; color: #394149;"><a href="360029250931.html" class="topiclink">Form templates</a></span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">. Fill out the settings in the pop-up.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Main tab</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;"><img alt="doc_reg_wgt" width="610" height="341" style="margin:0;width:610px;height:341px;border:none" src="doc_reg_wgt.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">The </span><span style="font-weight: bold; color: #394149;">App</span><span style="color: #394149;"> and </span><span style="font-weight: bold; color: #394149;">App item</span><span style="color: #394149;"> fields will be defined automatically according to the app you are working with.</span></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">In the</span><span style="font-size: 15px; font-weight: bold; color: #394149;"> App from context</span><span style="font-size: 15px; color: #394149;"> field select the app whose items the users will the register on the form.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Events and System tabs</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">These tabs are for system settings that are the same for all the widgets. They allow you to configure a widgets visibility and access to its data, define what happens, when the user moves or hovers the pointer over the widget, etc. Find out more in <a href="common_widget_settings.html" class="topiclink">System widget settings</a>. </p>
<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;">To complete the settings, click <span style="font-weight: bold;">Save</span>. To make the changes available to users, click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Publish</span> in the top toolbar.</p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="view_file_widget.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">view_file_widget.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="associated-items.html">
<span class="bottom-nav__link">associated-items.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>