New document
Clicking on the New document button in Toolbar of Documents tab opens a panel for adding a new document.
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IMPORTANT
If you are adding documents to Documentation using a smart phone or a tablet, you can add images directly from the phone's camera without separately opening files and adding the image.
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Below is a description of the form’s features:
- Toolbar
- General
- Chatlog
- Connected
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Toolbar shows next actions buttons:
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Save
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Saves the document into documentation.
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X (Cancel)
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Returns you to the list of documents.
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2. General
The General form for adding a new document contains the following fields:
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Document type
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From the drop-down menu, select a predefined document type.
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Category
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Enables sorting documents with similar content. A classification scheme is predefined in the database.
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Customer / Payer
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Subject who sent a certain document from Subject register.
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| Document date |
Date of issuing the document. |
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Due date
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In case of invoices, due date for payment.
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After entering all the required data, click on the Add attachment field in right panel (General). A pop-up window will open where you can select one or more documents and transfer them to documentation at the same time.
After uploading the desired document(s), the screen shows this document in preview mode and you can click on the Save button in the toolbar.
3. Chatlog
Chatlog where you can see information about who, when and what task has been run in relation to this document.
4. Conected
On Conncted for you can link added document to exsiting PANHTHEON document.
The list show linked documents.
