Manually adding document files

Documents can be consist of several files that together form the final document (e.g. an e-invoice is made up of a PDF, an XML and an XML envelope).

The Files tab allows you to view and import files linked to a specific document. Files can be accessed on the Documents form or in the panel Documentation | Files on all forms in PANTHEON.

This way, on the Documents tab in the WO details, the Head of Manufacturing can check which files are linked to the relevant work order (WO), e.g. technical documentation, technological procedures for the manufacturing of products and etc. New files can be imported and their contents can be viewed using a document viewer that shows the content of the files and is integrated on each form in the program.

This chapter shows how to manually import files and check the list of document files.

CASE SUMMARY At the initiative of the Servicing Department, a development meeting was held at Tecta due to the increased quantity of products to be repaired for the same model of tents. In the meeting, the Servicing Department agreed to a new way of tracking claims using forms. The person responsible wants to attach files of the agreed form templates to the archived minutes of the development meeting and to check them at a later date if necessary. This is done as follows: Adding documents Checking the files on a document

1. Adding documents

Using the functionality for searching in Documentation, the person responsible searches for and marks the archived minutes of the development meeting: 23-DMS0-000005. Then, the person responsible adds files, i.e. form templates for tracking customer claims to this document.

The files are added as follows:

• The person responsible clicks the Files tab, where a list of the files already attached to the document archive is displayed.

• To add a new form file, i.e. the receipt slip for the product claimed, the person responsible clicks the Add Document button.
• This opens the Scan/Import documents form.
• The person responsible clicks the (File) button.

• Next, the person responsible clicks the file to be added and clicks the Open button.

• In the Subject field of the Scan/Import documents form, the person responsible selects the corresponding subject from the drop-down list, in this case: Tecta d.d.
• From the drop-down list of the Classification field, the person responsible selects: 33 – Servicing documentation.
• To import the document, the person responsible clicks Confirm

2. Checking the files on a document

After the adding process is completed, the File tab displays the successfully added document: the receipt slip for the product claimed.

The content of the added document and all other files can be viewed by clicking the file name in the document viewer, as shown on the right side of the image below). Document viewer is integrated on every form of the program.

WARNING To be able to add files to eDocumentation, as described in this use case, the eDocumentation service must be activated and the appropriate settings must be defined.