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Documents
Companies or accounting firms can collect data about their customers, employees, and linked documents in various places, in various forms.
In PANTHEON, in papers, electronically or even in different applications. Information is therefore difficult to combine or search in one place.
All departments can access the documents from the Settings | Documentation | Documents menu or the Documentation panel on all forms and documents in PANTHEON.
Documentation is entirely integrated in all forms in PANTHEON, so users can access all information and documents needed for their work in one place (as described in the previous paragraph).
For example, see in the image below, how persons responsible access documents linked to subject Alianz d.d. in the Subjects register.
The manual Documents is divided into the following chapters:
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How can different services of a company access documents and work with them?
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Different services within a company, such as marketing, commercial, sales, human resources, production, accounting and so on, want to access the documentation needed for their work. This is enabled by integration of Documentation with all PANTHEON features. Below, see examples of integration:
- The central Documents form
- Integration of Documentation - Commercial/Sales
- Integration of Documentation - Human resources
- Integration of Documentation - Production
- Integration of Documentation - Accounting
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How to search documents and data in Documentation?
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The Documents form offers filters for searching documents. By using the latter, you can search by time period, subject, qualification, inbox, metadata, etc. Documents can also be searched by using the arranging, grouping, and filtering fields in the table.
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How to ensure traceability of documents (Connections)?
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If you want to examine a certain document in more detail, there are connection keys to other modules of the program in the Documents form and the Connections tab. Internal type of document can be opened by double clicking and the document is immediately visible in PANTHEON, as well as its scanned original.
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How to enter metadata into documents?
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Metadata are additional data that define a document. For example, date of conclusion, contract number, name of the person who created the document etc. Their main purpose is to use them to make searching, filtering and sorting documents in documentation easier. This chapter describes the whole process from setting the fields for entering metadata on the classification to searching documents by metadata in Documentation.
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How to add document files into Documentation?
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In PANTHEON DMS, the "drag and drop" method was added, which helps to easily import, or add documents anywhere on forms in PANTHEON. Document files can also be added to Documentation manually.
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How to look into the communication while processing information (Chat log)?
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In the Chat Log tab, several information is available: who, when and which task was started in connection to a document. This chapter presents how to make suitable business decisions using the Chat Log, without needing to communicate with a range of colleagues and check the happenings of a document from office to office.
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How to review documents?
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In the Documents form, the integrated document checker enables a visual preview of a scanned paper document, contract, form, e-invoice, e-delivery note, e-order, and so on. This chapter presents how to use the checker.
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| Importing and exporting documents in eDocumentation |
This chapter presents various ways to import and export documents in or from eDocumentation.
See also related chapters:
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