Reviewing documents in Documentation

Documents and their contents can be reviewed on any form in PANTHEON or through the Documents form, with the use of the document viewer.

This enables a visual preview of the original scanned document, contract, invoice, form, etc., and so, there is no need for the physical document anymore.

CASE SUMMARY In accounting, the person responsible wants to review the data encompassed from the clause on a received invoice in Documentation, from business partner SIQ Institute. This is done as follows.

The person responsible opens the Documents form. Then, the person responsible finds the document for Subject: SIQ Institute.

• The preview is currently not activated. The person responsible activates it by clicking the (Import/Export data) button, then selects the option for displaying documents.

The person responsible clicks the (PopOut/PopIn document viewer) button. The preview is opened on the right side of the form.

• The person responsible wants to enlarge the document. To do so, the person responsible clicks the (Zoom in) button, to customise the size of the document.
• On the invoice, the person responsible finds the information from the invoice clause. The person responsible wants to save the information. The person responsible uses the (Snapshot part of the document) button and creates a screenshot of the document.

HINT For more information about other buttons that can be used in the document viewer, see the instructions in the chapter Document preview in the technical manual.

WARNING To import documents into eDocumentation and review documentation as seen in the case, you must have the service activated and required settings defined.