New Document
The form New Document is used to enter new legal Case document.
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HINT
For practical use cases showing how to use features of Documents, see the chapter Documents in user manual.
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The form opens when we select New button in case Documents toolbar.
Below is a description of the form's features:
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Contents
- Toolbar
- Features
- General
- Metadata
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1. Toolbar
Toolbar contains below features:
| Save |
Saves the document into Documentation.
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Returns you to the list of documents. |
2. Features
Features have the following fields:
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Document internal number. Document gets internal number when is saved. |
| General |
General document info. |
| Chat log |
Information about who, when and what task has been run in relation to this document. |
| Connected |
PANTHEON document linked to document. |
The General form for adding a new document contains the following fields:
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Document type
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Predefined document type.
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Category
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Enables sorting documents with similar content. A classification scheme is predefined but can be modified in settings.
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Customer / Payer
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Subject who sent a certain document from Subject register.
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| Case |
The case to which the documentation is related.
By default, the selected case is set.
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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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Button to add new documents. 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. |
4. Metadata
Clasification (Category field) metadata fields, if selected in classification settings.