Classification Scheme

Classification plan is a system of classifying documents, which is determined in the company by the authorities or derives from tasks, tasks, business processes or company activities.

It is the basic and most important plan for arranging documentary material. It very precisely defines the documentation hierarchy, the type of documentation and its purpose, the storage period and the method of labeling or document numbering.

The classification plan can be accessed via the menu:

• Settings | Program | Administration Panel and selecting the tab Settings | Documentation | Classification Scheme or
• Settings | Documentation | Classification Scheme.

You can read more detailed technical instructions and field descriptions in the Classification Scheme chapter of the technical manual.

HINT Read the user examples related to the classification scheme in the chapters: Downloading a pre-prepared classification scheme Creating and editing classifications Search for classifications