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Set automatic saving of sent emails and signed reports in Documentation
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In the Documentation step, you can set automatic Save sent emails in Documentation and automatic Save signed reports in Documentation.
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Download classifications
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Classifications allow us to classify more easily and provide greater transparency over the documentation.
Below is a user example of how to download classifications via Web Services.
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Download storages
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You can use different types of documentation to download storage, depending on the needs of the company.
In this chapter, there is a user example of how to download a storage.
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Download mailboxes
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With mailboxes you determine the method of entry and exit of documents in the Documentation.
This chapter shows a user example of how to transfer mailboxes to the register.
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Download WF definitions (eWorkflows)
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eWorkflows allow us to automate repetitive tasks. Some of these are pre-prepared using the Web Services, through which you can download them and then adapt them to your needs or create new ones.
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Document type settings
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The documents that will be used in eDocumentation must be in assigned an archive and a classification in the Document types register. The step Setting up document types allows you to associate a document type with an archive type and DMS classifications, which is shown as a user example later in this chapter.
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Edit classifications using the classification preview
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The Classifications, which we downloaded using the Web Services during the Download classifications step, can be additionally edited during the Classification Preview step. We can change the classification's escalation, validity, retention or business process.
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Edit links to forms and archives
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In the Links to forms and archives step, we can edit links between PANTHEON forms, classifications and archives. We have shown the latter below.
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View the storage you have downloaded using the Web Services
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The Storage Preview step allows us to check storage that we have downloaded using the Web Service or created anew. Here we can only inspect the storage. Settings cannot be changed on this form.
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Check your mailbox settings using the preview
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The step Mailboxes Preview allows us to quickly check the settings mailboxes in the register, such as entity, classification and username. Below is a user example of the review.
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Manage the flow of documents (for the entity) through the mailbox
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In the e-Services step, we arrange the flow of documents for the entity via the mailbox. By combining the settings, we can specify the mailbox for sending. An example of linking a specific entity to a document type is shown.
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Download predefined data structures for web shops
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In the Web Shops step, we learn how to download pre-prepared data structures for web shops and assign a mailbox to them.
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Complete the Installation Wizard process
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In the Finish step, we learn how the Setup Wizard process ends.
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