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Files

In the Files tab of the Documents form, 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.

 

The tab contains the following items:

(Add document)

By clicking on the button, the document scanning form opens. Through this form, the document can be scanned or added from any folder. After confirmation, the document is attached to the file tab.

HINT

Files can also be added by dragging and dropping them into a field from a file on the local disk.

  • If a file is dropped to an existing document, classification and subject data on Scan form are displayed as from existing document.
  • If a file is dropped on a form (not to existing document) then new document is created. Data on Scan form is empty.

Read more about the Drag and Drop method in the chapter Adding document files with drag and drop.

 

HINT

Files can also be added directly from Email application by dragging and dropping them into PANTHEON. It is possible to drop attachments from Email to PANTHEON or to drop complete email to PANTHEON. It works with an E-mail applications but not WEB E-mail applications. If importing multipe emails and there are attachemnts or email subject name with the same name, names are modified and _01, _02, etc. suffix is added.

  • If a file is dropped to an existing document in DMS module, classification and subject data on Scan form are displayed as from existing document.
  • If a file is dropped on a form (not to existing document) then new document is created. Data on Scan form is empty.

 

 

HINT

Files can also be added directly from PANTHEON Documentation form by dragging and dropping them into Windows Explorer or Outlook e-mail. When dropping files to Explorer, files are copied to selected folder. When dropping files into Outlook, a new email with attachemnts is created. It works with an E-mail applications but not WEB E-mail applications. E-mail Thunderbird is not supported.

  • You can select document and drag it to Explorer or Oulook. All files for selected document will be processed.
  • You can select one or several files in Files grid and drag it. Only selected files will be processed.

 

HINT

Files can also be added by dragging and dropping them into a DMS from a folder on the local disk. All files ina folder and files in subfolders are imported.

  • If a file is dropped to an existing document, classification and subject data on Scan form are displayed as from existing document.
  • If a file is dropped on a form (not to existing document) then new document is created. Data on Scan form is empty.

 

HINT
  • By pressing SHIFT and click on a button , file is added to current document.
  • Click on a button , new document is created and file is added.

 

 

(Add Files)

 By clicink on button, windows browser form is opened where you can select and add files. Browser form can also be opened with INSERT keyboard button.

(History)

History archive is added/modified when you add, delete or modify files. You can modify pdf files. You can add notification or watermark. Versioning is working for Datalab storage only. When you click History button, new form with history tree is opened. You can select file and review it.

Verify files and storage button. If a filename of a document is changed, it cannot be loaded as a preview. Error message is displayed as hint. Filename of a ducument in a storage must be the same as filename of a document in DMS form.

File name

The name of the linked file is written in the field. When adding or viewing password protected .PDF, a form is opened where you enter password for encrypted file: 

HINT

File names should not contain spaces or any special characters such as 2,",$,&...

File ID

The sequential code is entered in the field when the file is imported.

Document ID

The sequential code is entered in the field when the document is imported.

 

Hint

For more information, see the procedure described in the chapter Document files.

 

RELATED TOPICS:

Filters

Import-Export Data

PANTHEON DMS

Activation of eDocumentation services
  

     


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