Documentation

Dokumentacija in arhiviranje

To enter the step-by-step settings required for the operation of the Documentation, the Documentation Setup Wizard has been prepared, which can be found in the Administration Panel->Settings->Documentation.

On Documentation panel there are next options:

Clicking the Next button opens a step for importing classifications. Pre-prepared classifications can be imported by clicking on the Transfer from Server button and import the desired classifications by clicking Transfer into Register. Of course, post-import classifications can be supplemented or changed in the classification plan submenu, where we can also create our own Classification Plan.

V čarovniku klasifikacijske načrte preprosto uvozimo iz spletne storitve in si jih lahko ogledamo v predogledu Klasifikacije. Podrobnejše nastavitve (določitev metapodatkov, odgovornih oseb, shrambe, WorkFlow ...) so določene v podmeniju Klasifikacijski načrt v Aadministratorska Konzola-> Nastavitve-> Dokumentacija-> Razvrstitvena shema ali v Nastavitvah-> Dokumentacija-> Načrt klasifikacije

Storage can be determined already upon import from Web Service for several classification or for the whole classification plan at once at import with add or add/update option.

After clicking on the Next button, the option to import Storages from Web Service opens. You first download them from the Web Service, after selecting the appropriate localization and Import Type by clicking on Transfer from Server. We transfer them to our database by clicking Transfer into Register.

The following storages can be imported:
• eDocumentation
• Certified Storage

Additional settings and reviews are available in the Storage submenu in Administration Panel->Settings->Documentation->Storage.

After clicking on the Next button, the option to import Mailboxes from Web Service opens. You first download them from the Web Service, after selecting the appropriate localization and Import Type by clicking on Transfer from Server. We transfer them to our database by clicking Transfer into Register.

The following storages can be imported:
• BizBox - sending documents
• BizBox - receiving documents

Additional settings and reviews are available in the Mailboxes submenu in Administration Panel->Settings->Documentation->Mailboxes.

Username and password for access to eService ZZI BizBox can be obtained with registration on https://bizbox.zzi.si/bizBox/viewspublic/user_profile/registration.xhtml  After the registration insert the username and password in Usernames and Passwords submenu and select it in Mailboxes submenu in Bizbox mailbox Login.

After clicking on the Next button, we can import the Workflow definitions we need to use the Documentation. Select the appropriate localization and Import Type and click on Transfer from Server button. We can import different Workflow definition, depending on our use of Documentation and Pantheon. For example we can import Workflow definition for validating documents (Confirm or Reject documents), send eInvoices, import eInvoices, import from local folders, Scan to DMS etc.

In Document Type Settings, we select the appropriate classification and archive that the document automatically retrieves when we send it from a specific Document Type to the Documentation, e.g. The data entered in the picture below determine that when we send from Document Type 300 Invoices issued to the Documetation. they obtain the automatic classification 03001 and the Archive DIZ0.

In the last three steps, you can check imports in previews for Classifications, Storage preview and Mailbox preview. Additional settings are edited and set in the Classification Scheme, Storage and Mailboxes submenus of Administration Panel->Settings->Documentation.