PANTHEON DMS

eDocumentation is an electronic storage of documents and is part of or one of the pillars of the PANTHEON DMS (Document Management System).

It acts as a central warehouse of ALL documentation that is used and created in the company, as well as documentation that we receive and exchange with our business partners and other entities.

Depending on the way documents are stored, we differentiate:

1. "usual" eDocumentation , which stores documents in the cloud and is the default form of document storage in PANTHEON,
2. Certified eDocumentation, which stores documents on the cloud in accordance with legal requirements and
3. Local eDocumentation, which stores documents in a local database.

HINT It is recommended to read the following chapters: How do I distinguish between different types of eDocumentation? How do I activate the eDocumentation service? What settings do I need to define for eDocumentation? How do I handle documents (search, assign links, metadata, etc.)?

eExchange is a Datalab service that enables the exchange of all types of electronic documents (e-invoices, e-orders, e-delivery notes, etc.).

To use the eExchange service in PANTHEON, it is required to activate and define relevant settings.

WARNING All three functionalities: eDocumentation , eExchange and eWorkflows are included in all PANTHEON licenses. Before using the eExchange services for the first time you have to activate them.

eExchange takes place in the Mailboxes, with import and export from eDocumentation. The entire process is controlled by predefined eWorkflows.

The only exceptions here are SMS messages that are not sent via eDocumentation.

hint It is recommended to read the following chapters: How to activate eExchange services? What settings do I need to define for eExchange? How do I receive an e-invoice? How does ePosting work? How do I import a document from disk or server? How do I import a document by scanning it? How do I import bank statements through Halcom? How do I send (e-invoice, e-order, e-delivery note,...)? How do I send a document by email? How do I notify my customers via SMS messages?

eWorkflow is a set of connected elements (blocks) that control operations in PANTHEON through defined functions and the result of which is faster and automated execution of repetitive tasks, a set of tasks in PANTHEON, such as, for example, VAT calculation, End of year calculations etc.

eWorkflow is also a key and connecting pillar within PANTHEON DMS system. It works as a robot that, in connection with PANTHEON servers with the automation (PAAS), controls the operations eDocumentation and eExchange.

HINT It is recommended to read the following chapters: Which eWorkflows are already predefined and can I download them from the Web Service? How do I download eWorkflows via the Web Service? How do I search in the register of eWorkflows? What are the basic settings for eWorkflows? How do we design eWorkflows that meet the needs of the company?