Dokumentacija

Za unos, korak-po-korak, podešavanja potrebnih za rad Dokumentacije pripremljen je čarobnjak za podešavanje dokumentacije, koji se može naći u Administratorskoj konzoli-> Podešavanja-> Dokumentacija.

Klikom na dugme Napred otvara se korak za prenos klasifikacija. Unapred pripremljene klasifikacije možete preneti klikom na dugme Prenesi sa servera i uvesti željene klasifikacije u šifarnik  klikom na Prenesi u šifarnik. Naravno, klasifikacije posle uvoza mogu se dopuniti ili izmeniti u podmeniju klasifikacijskog plana, gde takođe možemo kreirati sopstveni plan .

In the wizard, we simply import the classification plans from Web Service and we can see it in the Classifications preview. More detailed settings  (determination of metadata, responsible persons, storages, WorkFlow...) are set in the submenu Classification plan in Administration Panel-> Settings->Documentation->Classification Scheme or in Settings->Documentation->Classification plan U čarobnjaku jednostavno uvozimo klasifikacijske planove sa veb uservisa i to možemo videti u pregledu klasifikacija. Detaljnija podešavanja (određivanje metapodataka, odgovorne osobe, skladišta, WorkFlow ...) postavljena su u podmeniju Klasifikacijski plan u administratorskoj konzoli-> Podešavanja-> Dokumentacija-> Klasifikacijski plan ili u Podešavanja-> Dokumentacija-> Klasifikacijski plan.

Storage can be determined already upon import from Web Service for several classification or for the whole classification plan at once at import with add or add/update option.

After clicking on the Next button, the option to import Storages from Web Service opens. You first download them from the Web Service, after selecting the appropriate localization and Import Type by clicking on Transfer from Server. We transfer them to our database by clicking Transfer into Register.

The following storages can be imported:
• eDocumentation
• Certified Storage

Additional settings and reviews are available in the Storage submenu in Administration Panel->Settings->Documentation->Storage.

After clicking on the Next button, the option to import Mailboxes from Web Service opens. You first download them from the Web Service, after selecting the appropriate localization and Import Type by clicking on Transfer from Server. We transfer them to our database by clicking Transfer into Register.

The following storages can be imported:
• BizBox - sending documents
• BizBox - receiving documents

Additional settings and reviews are available in the Mailboxes submenu in Administration Panel->Settings->Documentation->Mailboxes.

Username and password for access to eService ZZI BizBox can be obtained with registration on https://bizbox.zzi.si/bizBox/viewspublic/user_profile/registration.xhtml  After the registration insert the username and password in Usernames and Passwords submenu and select it in Mailboxes submenu in Bizbox mailbox Login.

After clicking on the Next button, we can import the Workflow definitions we need to use the Documentation. Select the appropriate localization and Import Type and click on Transfer from Server button. We can import different Workflow definition, depending on our use of Documentation and Pantheon. For example we can import Workflow definition for validating documents (Confirm or Reject documents), send eInvoices, import eInvoices, import from local folders, Scan to DMS etc.

In Document Type Settings, we select the appropriate classification and archive that the document automatically retrieves when we send it from a specific Document Type to the Documentation, e.g. The data entered in the picture below determine that when we send from Document Type 300 Invoices issued to the Documetation. they obtain the automatic classification 03001 and the Archive DIZ0.

In the last three steps, you can check imports in previews for Classifications, Storage preview and Mailbox preview. Additional settings are edited and set in the Classification Scheme, Storage and Mailboxes submenus of Administration Panel->Settings->Documentation.