Module

Settings and Configuration

Company identity, global parameters, document printing, email templates, webhooks, extra fields, and validation dashboards.

Evidence Summary

Focused probe
settings-readonly-probe-20260519T091902Z
Routes inspected
/configuracoes/dadosempresa, /configuracoes/parametros, /configuracoes/impressao, /configuracoes/templates, /configuracoes/webhooks, /configuracoes/extrafields, /configuracoes/valida
Route crawl coverage
12 configuration routes
Manual
How to Use Settings

Settings read-only workflow diagram

The verified probe was read-only. It opened pages, tabs, lists, selectors, and filters, but did not click Save, New, Edit, Delete, Import, or webhook/template write actions.

Menu Coverage

Verified from menu taxonomy. The Configuration menu includes Enterprise Data, Extra Fields, Shortcut keys, Validations, Documents/Printing, Import, Parameters, E-Mail Templates, WebHooks, and report configurator pages. The focused probe covered the highest-risk global settings pages and common admin lists.

Generated structural route evidence is available in Generated Configuration Route Manual.

Enterprise Data

Verified read-only. Route /configuracoes/dadosempresa opened with title OG - Enterprise Data. It exposes company identity, fiscal data, address/contact fields, GPS coordinates, attachments, and nearby-client map tools.

AreaObserved detail
TabsGeneral, Documents, Attachements, and More.
IdentityCompany Name Officegest, Commercial name Officegest Lda., VAT 999999990, and website officegest.com.
LocationAddress/location in Leiria, zip 2400, latitude 39.9510889, longitude -8.7832227.
Fiscal dataTax zone PT-MA / Madeira, activity start/date, and CAE fields.
ActionsPrimary Save action updateempresa; coordinate picker and nearby-client view buttons were visible but not changed.

Parameters

Verified read-only. Route /configuracoes/parametros opened with title OG - Parameters. This is the broad global behavior screen for sales, purchases, stocks, CRM, authentication, email, APIs, GDPR, and module-specific options.

AreaObserved detail
TabsGeneral, Warnings, Authentication, Sales, SAFT Externo, Purchases, Stocks, CRM, Assistance contracts, Workshops, TecDoc, Subscriptions, SEPA, Retail, Loyalty, HR, Banks, Email, ChatFlow, APIs, GDPR, DMS, RENTACAR, AMS, Project Management, and Maintenance Management.
General fieldsCountry, Currency, VAT ID, Document Series, bank account, automated user, notifications, document scroll, retention percentage, and alternate currency controls.
Commercial controlsSales, purchases, stock transfer, document columns, margins, expedition, pending stock notices, and creation-form options.
Security and integrationsAuthentication security, panel/Azure controls, email sending configuration, SMS, payment references, digital signature, EDI, app mobile, Hub4Data, and GDPR settings.
ActionsPrimary Save button guardar visible. No parameter value was saved during the probe.

Documents and Printing

Verified read-only. Route /configuracoes/impressao opened with title OG - Documents / Printing. This page controls document types, status rules, layouts, print behavior, and recommendation text.

AreaObserved detail
TabsDocuments, Status (Documents), Layouts, Impressions, Recomendations, and More.
TablesDocument list, document status list, status transition list, and document observation/recommendation tables.
ActionsNew, edit, delete, status-transition add/edit style controls were visible from route evidence. The probe inspected lists and tabs only.
AJAXdt_list_documents, dt_select_estados, dt_select_transestados, and impressao&option=dt_impressao_obs.

Email Templates

Verified read-only. Route /configuracoes/templates opened with title OG - E-Mail Templates. It provides language-specific template lists and header/footer configuration.

AreaObserved detail
LanguagesPortuguese (Portugal), Spanish, and English tabs.
Template tableLoaded through dt_webemailtemplates.
ActionsLanguage edit buttons ListaTemplates_editPTBtn, ListaTemplates_editESBtn, ListaTemplates_editENBtn, plus Configure Header/Footer controls.

WebHooks

Verified read-only. Route /configuracoes/webhooks opened with title OG - WebHooks. It lists outbound hook definitions with masked key material.

AreaObserved detail
ColumnsHook, URL, Code key, Order, and Active.
Sample hook targetsExternal URLs for employee/client add and employee update events were visible in the demo data.
ActionsNew, Edit, and Delete. No webhook write action was clicked.
AJAXwebhooks&option=list_dt.

Extra Fields

Verified read-only. Route /configuracoes/extrafields opened with title OG - Extra Fields. It manages extra-field groups used by articles, entities, customers, and other records.

AreaObserved detail
TableListaEF with Code, Name, and Type columns.
Sample groupsArticle, entity, customer credit validation, and other extra-field groups were visible.
ActionsNew, Edit ListaEF_editBtn, and Delete ListaEF_deleteBtn. No group was changed.
AJAXDT_Select with table=ArtExtraGroups.

Validations

Verified read-only. Route /configuracoes/valida opened with title OG - Validations. It surfaces validation/check dashboards for employees, CRM, business, company, entities, billing parameters, workshops, and warnings.

AreaObserved detail
TablesTabEmpreg, TabEmpregCRM, and TabComercCRM.
ChecksEmployee records, CRM emails, permissions, series, cash registers, panels, and passwords were represented in the validation view.
ActionsNo save/write action was observed on this read-only dashboard.

Remaining Gaps