Documents
The Documents submodule contains all the documents entered as documentation. The electronic format of documents not only simplifies the storage and search through hundreds of papers, but also enables quick and easy entering of invoices by simply taking a picture or scanning, whereby relevant data is recognized and sent into the database, and consequently, to your accountant.
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Hint
- Documents are saved in either a certified or non-certified storage – this depends on the type of package leased. Either storage has to be set to an appropriate classification.
- The classification scheme is already predefined in the database and can only be modified with PANTHEON licenses LX, LT, SE, ME, MF and RE.
- The list of all entered documents opens directly upon clicking on Documents and tasks in the main menu.
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Command line with tabs to open Deleted documents and Tasks.
Action buttons to create New or Delete document.
In the header of the list, PANTHEON Web enables quick and easy searching through the list of documents.
You can use the Tab key to move between the fields. With button Filter you open window to select visible filters you want to use.
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Find
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Search documents by all data from the table.
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Subject
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From the drop-down menu, select the subject if you want to filter documents by a certain subject.
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Document type
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From the drop-down menu, select the document type.
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Category
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From the drop-down menu, select the classification scheme for which you want to check documents.
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User
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Select the user – the person who entered the document.
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Status
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Search documents by their status for Status register.
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| Department |
Filters documents based on the organizational department they are assigned to. Useful when documents are categorized by functional areas (e.g., Sales, HR, Accounting). |
| Cost center |
This helps users locate files tied to specific financial units, projects, or budget groups. |
| Note |
Allows filtering by text contained in the document’s note or description field. |
| Storage ID |
Filters documents by their storage location identifier. |
| Mailbox ID |
Filters documents based on their mailbox. |
| GUID |
Filters by the document’s unique global identifier (GUID). |
| Document ID |
Filters by the internal ID document number. |
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Date from
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Select starting date for a time period to limit the number of documents displayed.
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Date to
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Select ending date for a time period to limit the number of documents displayed.
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| Filters |
Select to open Filters window for editing filters.
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The list of stored documents.
Enables sorting documents and filtering them by condition in the following columns:
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Select
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Select this checkbox if you want to delete a document. You can select several documents at the same time.
Select all checkbox is also avaliable:
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 Preview
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In preview, you can see the document in the PDF format. You can also download or print document.
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| Number |
Consecutive document number.
Clicking on the document number opens document with details from the database for view or edit.
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Status
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Current document status.
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Subject ID
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ID of the subject who sent the document (ID from the Subjects register).
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Subject name
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Full name of the subject from the Subjects register.
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Document date
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Date of receiving the document.
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Due date
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Document due date.
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| Title |
The title of the document, which is automatically generated in the module in which the document is created. |
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Amount
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Document value.
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DT
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Document type
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Classification
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Classification entered upon scanning or adding the document into documentation.
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Note
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Short note on the document.
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User
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Person, i. e. logged-in user who entered the document.
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Status
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Current document status (e. g. Open, Rejected, Finished, Approved etc.).
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