PANTHEON™ manual

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eDocumentation

eDocumentation

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The functionality for inserting scanned documents (accounts, contracts, etc.) can be set. Scanned documents can then be linked to other documents.

Let's look at the example settings for scanning received invoices, which we then link with received invoices.

First click on the wizard - Documentation settings in the documentation module.

A form for preparing the documentation opens.

 

Enter a classification or download it from web service:

 

 

Navigate to the Internal Exchange and on the Inboxes tab. Here, a new mailbox is set up, in this case Scanning.

In the next step, the document type is set for the scanning inbox in our case DVH.

 

Use a wizard to add a new task for scanning. Also add a classification and inbox for scanning.

Then click next button until setting is complete.

eDocumentation storage is then set in the classification plan.

 

Using eDocumentation:

A new inbox 'Scanning' is now open in the documentation module. Create a new record by using an insert or a down arrow keyboard button. The "Task - Scanning documents" form opens. At this step the document can be scanned or added via + button.

Scanned document is then displayed in the following way:

Scanned document can be linked to the previously entered document. Below is an example of how a connection is made.

The link between the document entered in the Pantheon is as follows:

 

On the archiving Tab, the documents can be sent to storage.



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