Review and edit documents
PANTHEON DMS Add-in allows quick review and editing PANTHEON documents directly in Microsoft Word.
Thanks to Add-in you can now easily access PANTHEON documents when you are using Microsoft Word.
You can also open Word from PANTHEON Documents with one click and edit the spermemba in it and save the document
This chapter describes how to review and edit documents with PANTHEON DMS Add-in.
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CASE SUMMARY
The responsible person at Tecta Ltd. is using Microsoft Word with PANTHEON DMS Add-in and would like to do quickly review and edit od PANTEON documents.
He does this in the following steps:
- Opening PANTHEON DMS Add-in
- Searching documents by clasification
- Office editor window.
- Details
- Connected
- Metadata
- Saving document changes
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1. Opening PANTHEON DMS Add-in
When using Word he opens PANTHEON DMS Add-in by selecting the Add-in button 
on the right site of Microsoft Word toolbar.
SLIKA WORD
Clasification list opens.
He continues with the selection of the appropriate classification
2. Searching documents by clasification
He would like to find specific contract therefore, he is interested in classifications related to contracts.
To narrow the selection, he enters a "contract" in the search box
SLIKA WORD sa Statuo Agreement.docx + contract v search box
This opens Documents list for selected clasification.
SLIKA klasifik Documents list with specifi - 412 Contracts with suppliers ili slično
On the Documents list he selects the contract document to open it in Office editor window.
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IMPORTANT
You can also access and quckly review and edit PANTHEON docuemnts with PANTHEON DMS Add-in by selecting button in document Preview in PANTHEON. This will open Office editor window.
SLIKA
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In the next step he review and edit document and its data.
3. Office editor window
In Office editor window he review document and edit document name.
To save changes he select Save button.
4. Details
On the tab Details he reviews File name and Document type.
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HINT
The rest of the document Details information is generated automatically.
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SLIKA
5. Connected
On the tab Connected he reviews data linked to document.
SLIKA
6. Metadata
On the tab Connected he reviews and edit data linked to document. Different fields and values can be shown depending on the files classification.
SLIKE
7. Saving document
After entering all the data, the he saves document in the PANTHEON documentation by clicking the Save button.
Slika dokumenta+save button.
The uploaded document is immediately visible in all PANHEON programs.