Documentation

The first step, Documentation, in Setup Wizard allows us to edit two specific settings for automatic saving to eDocumentation:

• automatic saving of sent emails in Documentation
• automatic saving of signed reports in Documentation.

we also assign a separate default classification for both documents.

HINT Read more detailed information about the Documentation step in the chapter Documentation.

Case summary The person responsible in the company wants to automate the saving of sent e-mails and signed reports in the documentation. This is done as follows: Set automatic saving of sent emails in Documentation Set automatic saving of signed reports in Documentation

1. Set automatic saving of sent emails in Documentation

The person responsible wants to automate the saving of all outgoing emails sent from PANTHEON, including attachments, in the Documentation.

In the Setup Wizard, the person responsible selects the step Documentation.

In the Automatic sending to Documentation section, the person responsible checks the Save sent email to DMS (c) checkbox

Warning The selected setting of automatic sending of sent emails to documentation applies to the entire company (c = company).

The person responsible also wants to assign the appropriate classification for outgoing mail.

In the Classification field, the person responsible selects classification: 410 – Splošno (korespondenca) / General (correspondence), as the person responsible wants the documents to be classified accordingly, i.e., to assign classification to the selected site.

The person responsible saves the settings by clicking the Next button or by clicking the second step in Setup Wizard.

2. Set automatic saving of signed reports in Documentation

The person responsible wants to automate the saving of signed PANTHEON documents.

When the person responsible signs the received or issued company document, it will be classified accordingly and stored in the corresponding classification archive in the module Documents.

In the Setup wizard the person responsible selects the first step Documentation.

In the Automatic sending to documentation section, the person responsible checks the Save signed reports to DMS (c) checkbox.

WARNING The selected setting of automatic sending of signed reports to documentation applies to the entire company (c = company).

For signed reports, in the Classification field, the person responsible selects the appropriate classification: 003 – Pravno zastopanje, podpisniki / Legal representation, signatories, as the person responsible wants the documents to be properly classified, i.e., to assign classification to the selected site.

The person responsible saves the settings by clicking the button Next or by clicking the step Download Classifications in the Setup Wizard.

Back Setup Wizard

Next Step 2: Download classifications