Importing documents

eDocumentation is fully integrated into PANTHEON and enables you to import e-documents in modules such as Registers, Employment, Production on all PANTHEON documents and elsewhere.

The importing process for e-documents is the same in all modules in PANTHEON.

HINT Aside from easy import on forms, the full integration of eDocumentation in PANTHEON also enables an easy overview of attached documentation on forms. For more information, see the chapter Reviewing documents in Documentation.

This way, you can attach a scanned original or additional documentation to an invoice or order, a contract of employment to Employment, or technical specifications to an Item.

After importing, you can access the attached documents quickly, and they are safely saved in eDocumentation.

This chapter presents a practical use case of importing an e-document as an attachment to a PANTHEON invoice.

CASE SUMMARY The person responsible wants to attach an attachment to a PANTHEON document. The person responsible wants to import the locally stored electronic document to eDocumentation. This is done as follows: Selecting the PANTHEON document Importing e-documents Reviewing the imported document

1. Selecting the PANTHEON document

The person responsible opens the PANTHEON document for importing documentation as an attachment.

In the taskbar, the person responsible clicks the button.

Into the search bar, the person responsible enters the document number: 22-3000-000019 and selects it from the table below by double-clicking.

The selected document opens.

2. Importing e-documents

In the taskbar of the selected PANTHEON document, the person responsible clicks the (Import/Export Data) button.

From the drop-down menu, the person responsible selects Import Documents.

A Scan/Import documents window opens.

The person responsible wants to import a local file, so the person responsible selects the button.

In the selection window, the person responsible wants to see all files. To do this, the person responsible selects: All Files from the drop-down list in the File Type field.

The person responsible selects the place of the locally saved electronic document and selects it by clicking the Open button.

A Scan/Import documents window opens for previewing documentation.

By clicking the Confirm button, the person responsible imports documentation.

The document is successfully saved to eDocumentation.

3. Reviewing the imported document

To see if the document was successfully imported to eDocumentation, the person responsible clicks the Documentation tab, or checks the document viewer.

HINT For practical use cases of integration in different modules, such as Register, Employment, Production, see the chapter Integrating Documentation with all PANTHEON features.