Add new document

PANTHEON DMS Add-in​ allows adding documents to PANTHEON Documentation directly from Microsoft Word.

When you finish writing you can save document and equip it with document details.

HINT For more information about PANTHEON DMS Add-in, see the technical guide.

This chapter describes the process of adding new document to PANTHEON Documentations with PANTHEON DMS Add-in.

CASE SUMMARY The responsible person at Tecta Ltd. has finished editing the Word document and would like to quickly save it into the PANTHEON Documentation. He does this in the following steps: Opening PANTHEON DMS Add-in​  Selecting appropriate classification Setting document Details Saving document

1. Opening PANTHEON DMS Add-in​

When he finishes editing the contract in Microsoft Word, he opens PANTHEON DMS Add-in​.

He selects the  Add-in button    on the right site of Microsoft Word toolbar.

He continues with the selection of the appropriate classification.

2. Selecting appropriate classification

In Classification list he finds the appropriate classification.

Since he is adding customer contract in PANTHEON Documentation he enters "contract" in the search box.

He clicks on classification to open it.

Here he can see all Word documents that are saved with this Classification.

To add current Word document to selected classification he select Add button. 

This opens Document details which he set in the next step.

3. Setting document Details

In Document details he enters document name Statuo Agreement 2024 in field File name.

In field Document type he select Type of document archive: DMSO, Document.

HINT The rest of the document Details information is generated automatically.

4. Saving document 

After entering the data, the he saves document in the PANHTEON Documentation by clicking the Save button. 

The uploaded document is immediately visible in PANHEON Documentation.