| Sel. (Select) |
Select the documents we want to process, e.g., for task usage, deletion, etc.
A right-click also allows us to Select or Decline all documents.
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Hint
Multiple documents can be also selected by using Multiselect function. There are two options:
- By holding Ctrl key and using arrow keys or mouse you can select separate documents.
- By holding Shift key and using arrows keys or mouse you can select all documents.
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| Status |
Shows the status of the document.
The number and names of statuses can be defined as desired. In PANTHEON, two document statuses are predefined:
- A – Approved: The document with this status has been approved by the person responsible.
- N – Not approved: The document with this status has not yet been approved by the person responsible.
The options available in this field can be created on the document of type archive on the Statuses tab of the Document Types register.
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Hint
For more information on how to create document statuses, see the instructions described in the chapter Archive of the technical guide.
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Key
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Shows a unique key used as the document identifier. In simple terms, this means that there can be only one record with this primary key in this table or form. If you try to enter a record with a primary key number that already exists, the program reports an error. |
| Key View |
Shows a unique key used as the document identifier same as in Key field, but displayed with dash (-) for easier view. |
| Archive |
Shows the archive into which the document has been classified. The document of type archive are defined in the Document Types register. The archive and storage of the document are defined based on the classification scheme.
An archive can receive documents from different mailboxes, which can be specified in Administration Panel | Settings | Mailboxes.
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Hint
You can have as many archives as you like. If you keep archives e.g. by business units or by locations, you can define a separate archive for each individual location or business unit.
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| Date |
Shows the date and time of creation of the selected document. |
| Due Date |
Shows the due date of the document, which is filled from the classification scheme. |
| Subject |
Shows the subject related to the document, which is populated from the Subjects register. |
| Subject Name |
Shows the name 2 data, i.e. the long name of the subject, which is populated from the Subjects register. |
| Classification |
Shows the name of the classification (category) of the selected document. In addition to classifying a document, a classification also defines how the document is handled (which storage is assigned to the document). |
| Clerk ID |
Shows the user that created the document (executed the eWorkflow). |
| Title |
Shows the name of the document, which is generated from eWorkflow that created the document. |
| Note |
Enter any note on the document. |
| Storage ID |
Shows the name of the storage where the document is stored. Storages can be created from the menu Settings | Program | Administration Panel, panel Settings | Documentation | Storage. You can also set the storage to be assigned to the document when selecting the classification (category) of the document. |
| Mailbox ID |
Shows the mailbox from which the document was sent or received to. Mailboxes can be created in the menu Settings | Program | Administration Panel, panel Settings | Documentation | Mailboxes. |
| Document ID |
Displays the document ID. |
| GDPR Log |
Displays the ID of GDPR log. |
| GUID |
Displays the unique identifier of the document. |
| Department |
Shows the Department related to the document, which is populated from the Department register. |
| Cost Center |
Shows the Cost center related to the document, which is populated from the Cost center register. |
| Reference number |
Add any custom text. |