exchange

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Table of contents

List ofexchange

Screen listing the platform'sexchange templates

Filter the list ofexchange

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This list ofexchange templates can be filtered using a filter criterion:

Click on Save to apply the filter and Close to return to the list.

A template ofexchange allows you to enter various information in advance, which will be automatically captured for exchanges created with this template.

This saves time when a project often involves the same exchanges.

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Si un attribut ajouté au gabarit n'est pas valorisé (vide), alors il ne sera pas retrouvé dans l'échange créé via le dit gabarit.

General actions

Add ➡️ Creation and modification of a template ofexchange

Edit ➡️ Creation and modification of a template ofexchange

Filter ➡️ Filter the list ofexchange

Sort

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Rights required :

Visit template .exchange

Aucune vue n'est paramétrable pour cet écran

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Un clic sur le libellé du gabarit vous redirige vers le paramétrage du gabarit

Creation and modification of a template ofexchange

The forms for creating and modifying a template exchange are similar.

Screen for modifying template .exchange

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Rights required :

Visit template .exchange
Creation of a template d'exchange (creation)
Modification of a template ofexchange (change)

Shares (at inception)

Apply

Save

Delete (right required : Deletion of a template ofexchange)

Actions (upon modification)

Apply

Save

Delete (right required : Deletion of a template ofexchange)

See the history

Button name	Description
Members	Ce bouton permet d'ajouter deux champs (si non déjà ajoutés) : - Emetteur - Participants Il sera également possible de désélectionner des champs pour les supprimer du gabarit d'échange.
Dates	Ce bouton permet d'ajouter un champ (si non déjà ajouté) : - Date déclarée Il sera également possible de désélectionner des champs pour les supprimer de l'échange.
Attributes	This button lets you add exchange It will also be possible to deselect attributes to remove them from template exchange .
Document	Ce bouton permet d'ajouter un champ (si non déjà ajouté) : - Pièce(s) jointe(s) Il sera également possible de désélectionner des champs pour les supprimer du gabarit d'échange.
Add a file	🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelled "Document 123", you will be able to upload a file called `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`, `.xls`, `.xlsx`, `.txt`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/AY HH:MM
Add an attachment	🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments onexchange, and therefore to add a new file.
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to theexchange
Delete	To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange

These forms are divided into two parts: template information and Properties copied toexchange. This information is used when creating theexchange.

Voici les champs retrouvés dans cet écran :

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Message

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Attachment(s)

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Si la configuration multilingue est activée, alors un champ supplémentaire est à remplir dans une section Multilingual. Ce champ correspond au libellé de l'objet dans l'autre langue.

Attachment editing window

This pop-up appears when you click on the Edit attachment field Attachment(s).

Edit window for an attachment to a template exchange file.

You can therefore modify three fields concerning the attachment: