Documentation
In Step 1 of the Setup Wizard for Documentation, you need to define the settings to automatically save sent emails and signed documents (reports).
You can choose to automatically save sent emails and/or signed documents and assign a corresponding classification to each option. Saved documents (reports) can always be accessed in eDocumentation.
The form of Step 1 in the Setup Wizard for Documentation shows the following elements:
|
Save sent email to DMS (c)
|
Automatically saves the outgoing email sent from PANTHEON to the documentation (DMS). Both the content of the message and the attachments are saved.
When the checkbox is checked, its color turns orange. The setting applies to the whole company (letter 'c' stands for 'company').
|
|
Classification
|
Define the classification of the sent email, which allows the sent email to be appropriately classified within the documentation.
Classification can be selected from the drop-down list or searched using a search engine, which can be opened by clicking the  (magnifier) icon.
|
|
Save signed reports to DMS (c)
|
Automatically saves the documents (reports) signed in PANTHEON to the documentation (DMS).
When the checkbox is checked, its color turns orange. The setting applies to the whole company (letter 'c' stands for 'company').
|
|
Classification
|
Define the classification of the signed documents (reports), which allows the documents to be appropriately classified within the documentation.
Classification can be selected from the drop-down list or searched using a search engine, which can be opened by clicking the (magnifier) icon.
 |
HINT
Classification is best thought of as a folder in which documents of the same type are filed. In the paper world, documents were filed in file folders and labeled, while the documents within the folders were separated (classified) using cards or separate plastic sleeves.
|
|
|
Next (button)
|
Saves the settings defined and moves to the next step.
|