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Document details

       

Selecting Add button or selecting existing document on Documents list opens document details. 

Here you can add new currently open document to PANHTEON Documentation or review and edit existing one.

Below is a description of form’s features:

  1. Document
  2. Details
  3. Connected
  4. Metadata
  5. Action buttons

1. Document

Document opened in Microsoft Word to be saved into PANHTEON Documentation.

2. Details

Form with document details. Document name and type can be set all other information can not be changed.

File name Description of the documentation. Field is empty when we are adding new document.
Document type From dropdown menu select Type of document archive.
Document Auto generated code of documentation including year, archive and serial number data.
Date created Date when document was created.
Created by Responsible person
Date modified Date when document was modified.

3. Connected

Information about documents, subjects linked to the document. For example related/connected PANHTEON documents.

Link key Key of PANTHEON document connected with opened document.
Subject ID Subject ID from connected contact from Subject register.
Subject Subject name id from connected contact from Subject register.

 

4. Metadata

The Metadata tab displays the metadata of the selected document, defined or set for each document classification separately.

User can select or edit Metadata.

Subject Responsible person.
Category Document classification.

5. Action buttons

Cancel Cancel process of saving the document.
Save Save document to PANHTEON Documentation.

 

 

 


 

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