Add new document
PANTHEON DMS Add-in allows adding documents to PANTHEON Documentation directly from Microsoft Word.
When you finish writing you can save document and equip it with document details, connections and Metadata.
This chapter describes the process of addinf new document to PANTHEON Documentations with PANTHEON DMS Add-in.
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CASE SUMMARY
The responsible person at Tecta Ltd. has finished editing the Word document and would like to quickly save it into the PANTHEON Documentation.
He does this in the following steps:
- Opening PANTHEON DMS Add-in
- Selecting appropriate classification
- Setting document Details
- Setting document Connection
- Setting document Metadata
- Saving document
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1. Opening PANTHEON DMS Add-in
When he finishes editing the contract in Microsoft Word, he opens PANTHEON DMS Add-in.
He selects the Add-in button 
on the right site of Microsoft Word toolbar.
SLIKA WORD sa Statuo Agreement.docx
He continues with the selection of the appropriate classification
2. Selecting appropriate classification
In Clasification list he finds the appropriate classification.
Since he is adding customer contract in PANTHEON Documentation he enters "contract" in the search box.
SLIKA WORD sa Statuo Agreement.docx + contract v search box
He clicks on clasification to open it.
To add corrent Word document to selected certification he select Add button.
SLIKA klasifikacije 412 Contracts with suppliers ili slično z add button.
This opens Document details which you set in the next step.
3. Setting document Details
In Document details he enters document name Statuo Agreement 2024 in field File name.
In field Document type he select Type of document archive.
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HINT
The rest of the document Details information is generated automatically.
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SLIKA
4. Setting document Connections
On the tab Connected he set related documents.
Nova slika? - treba mi slika, da znam što napisati u case
5. Setting document Metadata
On the tab Metadata he set necessary data.
Nova slika? - treba mi slika, da znam što napisati u case
