Printing documents (use case)

PANTHEON allows you to do business with your customers electronically or on paper. If you want to deliver paper invoices to your customers, you need to print the these documents.

This eWorkflow enables the mass printing of documents from eDocumentation. It is used to quickly print all documents for customers for which paper correspondence is used.

CASE SUMMARY The person responsible in the administration department wants to create issuing invoices for a customer for which paper correspondence is used. After importing the invoices into eDocumentation, the person responsible wants to mass print the invoices and send them to the customer. For this purpose, the person responsible uses the eWorkflow Print documents. This is done as follows: Checking the documents in eDocumentation and running the eWorkflow Print documents Printing documents

WARNING For eWorkflow to work properly, the basic eWorkflow settings must be defined beforehand. Defining the basic eWorkflow settings is a one-time process. If you have already done this, you can skip this step.

1. Checking the documents in eDocumentation and running the eWorkflow Print documents

HINT To print documents, you first need to import the issuing documents into eDocumentation. For mass import of documents into eDocumentation, see the chapter Print document range.

The person responsible wants to print the open invoices for the subject Post SLO Ltd., for which paper correspondence is used.

This is done by using the eWorkflow Print documents.

The person responsible selects the menu Settings | Documentation | Documents, where the person responsible checks the invoices ready for printing.

The person responsible can recognize the relevant invoices by the status defined in the Status field: Send.

In the toolbar, the person responsible clicks the (Import/Export data) button and selects the Print documents option from the drop-down list.

HINT The option to display the eWorkflow in the Import/Export data menu is enabled in the basic eWorkflow settings.

The eWorkflow starts running.

2. Printing documents

Documents are printed using the default printer and their status in eDocumentation is automatically updated to Finished.

The eWorkflow displays the Information window with a message about the number of documents printed.

HINT If there are no new documents to print in the eDocumentation, an information window with the message No documents to print! is displayed.

Clicking the Finish button completes the eWorkflow.