Catalog of predefined eWorkflows
eWorkflows are divided into several groups:
- eDocumentation – A group of eWorkflows that control the import and export of documents from and into eDocumentation. This includes processing and properly classifying documents and adding metadata to them.
- Tasks – A group of eWorkflows that control Tasks: notifications of open tasks, task execution and other task-related activities.
- ePosting – A group of eWorkflows that control ePosting. For example, when a PDF file containing multiple invoices is received, eWorkflows split it into individual invoices and import it into eDocumentation. An eWorkflow can be used to send a received PDF document to OCR for scanning or receive an eInvoice JSON format.
- SMS and email notifications – A group of eWorkflows that control SMS and e-mail notifications from PANTHEON. These eWorkflows are used to send SMS and email messages to customers for whom you have collected consents for such notifications.
- eBanking – A group of eWorkflows that control the import of bank statements from a banking system (e.g. Halcom) and their posting.
- Goods – A group of eWorkflows for the Goods module that control processes related to Goods and VAT. For example, they are used to perform recommended document checks before VAT is charged, to notify customers in the event of a recall and in other similar cases.
- Financials – A group of eWorkflows for the Financials module that control accounting-related processes. For example, they are used to guide the user step by step when preparing the year-end report, to prepare depreciation calculations, the annual report for AJPES, to enter and post accruals and perform other accounting activities.
- PAW – A group of eWorkflows that control processes in PANTHEON Web (PAW). This includes eWorkflows for adding absence requests, work obligations and other similar requests.
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Confirm invoice (simple)
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Enables an invoice to be checked and confirmed by a person responsible set in the document confirmation process.
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Confirm document
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Enables that a document is checked, confirmed, rejected, or redirected by a person responsible set in the document confirmation process.
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Notify of open tasks
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Collects all open tasks for a user and sends the user an email with the list of open tasks and a reminder for their execution.
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Perform task
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Enables sending a message to another user.
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Sign documents with a digital certificate
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Signs all gathered and ready for sending documents with a digital certificate.
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Sign current document with a digital certificate
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Signs the selected document with a digital certificate.
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