Workflow

How to Use Settings

Verified read-only. Core configuration pages were opened and inspected in the demo without saving changes.

Evidence Summary

Workflow run
settings-readonly-probe-20260519T091902Z
Routes
/configuracoes/dadosempresa, /configuracoes/parametros, /configuracoes/impressao, /configuracoes/templates, /configuracoes/webhooks, /configuracoes/extrafields, /configuracoes/valida
Save clicked?
No. The probe inspected configuration screens only.

Settings workflow diagram

Treat these pages as administrator-only. Do not click Save unless you are intentionally changing configuration and know which downstream modules are affected.

Review Enterprise Data

  1. Open Configuration then Enterprise Data, or navigate to /configuracoes/dadosempresa.
  2. Review the General tab for company name, commercial name, address, contacts, website, VAT, fiscal zone, activity data, and GPS coordinates.
  3. Use the Documents, Attachements, and More tabs to inspect document/company support data.
  4. Use map/location buttons only when you intend to inspect or adjust coordinates.
  5. Click Save only after validating company, fiscal, and document implications.

Review Global Parameters

  1. Open Configuration then Parameters, or navigate to /configuracoes/parametros.
  2. Use the top tabs to switch between General, Warnings, Authentication, Sales, Purchases, Stocks, CRM, Email, APIs, GDPR, and module-specific settings.
  3. Search visually by section heading: document defaults, margins, expedition, document columns, stock transfer, notifications, email sending, and integration keys each live in their relevant tab area.
  4. Before saving, record the previous value and confirm whether the setting affects document creation, stock movement, login/security, email, API integrations, or GDPR processing.

Review Documents and Printing

  1. Open /configuracoes/impressao.
  2. Use Documents to inspect document type settings.
  3. Use Status (Documents) and status transitions to inspect document state rules.
  4. Use Layouts, Impressions, and Recomendations for print layout and document text settings.
  5. Use New/Edit/Delete only in a controlled configuration-change task.

Review Email Templates

  1. Open /configuracoes/templates.
  2. Switch between Portuguese (Portugal), Spanish, and English tabs.
  3. Use the template list to find the email context you need.
  4. Use language-specific edit buttons or Configure Header/Footer only when updating outgoing communication text.

Review WebHooks

  1. Open /configuracoes/webhooks.
  2. Search by Hook or URL to locate the integration event.
  3. Review URL, masked code key, order, and active state.
  4. Use New/Edit/Delete only after confirming the destination system and the expected event payload.

Review Extra Fields and Validations

  1. Open /configuracoes/extrafields to inspect extra-field groups by Code, Name, and Type.
  2. Use New/Edit/Delete only when adding or changing metadata fields for a specific entity or document family.
  3. Open /configuracoes/valida to inspect validation warnings for employees, CRM, business, company, entities, billing parameters, workshops, and warning groups.
  4. Resolve validation warnings by opening the source master data or parameter page shown by the validation table.

API Sequence

ActionWhat it does
Sel2_Select_ZonasFiscaisLoads fiscal-zone values on Enterprise Data.
Sel2_Contas and bancos&option=sel2_contasbancResolve accounting and bank-account selectors in Parameters.
dt_list_documentsLoads document type rows in Documents / Printing.
dt_select_estados and dt_select_transestadosLoad document statuses and status transitions.
impressao&option=dt_impressao_obsLoads print/document observation or recommendation rows.
dt_webemailtemplatesLoads email template rows.
webhooks&option=list_dtLoads webhook list rows.
DT_Select with table=ArtExtraGroupsLoads extra-field groups.

Artifacts