Documentation (tab general)

Documentation tab join together eWorkflows, eDocumentation and eExchange in one place. It is integrated on all PANTHEON forms and allows you to easily view, import, export and process documents in PANTHEON.

The form is made up of certain elements, which we describe below.

1. Documents table

Displays a tabular list of the documents in the Documentation.

A detailed description of the functionality is described in chapter Documents table.

HINT The grouping row allows you to group data according to the selected parameter with 'drag&drop' method.

2. Document preview

The Document Preview for the selected document appears on the right side of PANTEHON form.

A detailed description of the functionality is described in chapter Document preview.

3. Documentation tabs

The documentation tab has several sub-tabs, where we can see data about related documents, metadata, files, etc. and tracking the progress of the task resolution in eDocumentation.

3.1. Links

The Links tab shows information on the documents linked to the selected document. Only existing document links are shown. Linked documents can be opened simply by double-clicking the key of the linked document.

A detailed description of the functionality is described in chapter Links.

3.2. Metadata

The Metadata tab displays the metadata of the selected document, defined or set for each document classification separately.

A detailed description of the functionality is described in chapter Metadata.

3.3. Files

In the Files tab all files belonging to the selected document are displayed. Here, we can add files, such as contracts, price lists, pictures of articles, delivery notes, etc.

A detailed description of the functionality is described in chapter Files.

3.4. Chat Log

The tab Chat Log displays information about who, when and which task was performed in connection with the document and which workflow (e.g. validation) controls the tasks.

A detailed description of the functionality is described in chapter Chat Log.

3.5. Local Files

The panel allows you to enter a link to a document that you have stored locally (on your computer).

Document Type	Select a document type code from the drop-down list. The code list is defined in the Types od Documents.
Valid Until	Set the validity of the document by entering the date or by selecting it from the calendar, which appears as a drop-down list.
Description	Enter a brief description of the document in the space provided.
Document	Copy or enter the location (link) of the document where it is stored. You can easily access the document by double-clicking on the link that opens the document. WARNING Document is not saved in eDocumentation!