How to get started with eBusiness?

Before using any eBusiness feature in PANTHEON, most services must be activated and the corresponding settings defined. Please find below the relevant instructions:

1. Activation of eDocumentation services
2. eWorkflow
   • Customised eWorkflow implementation for your company
   • Predefined eWorkflows
3. Activating eDocumentation services
   • eInvoice
   • ePosting
   • eSMS notification
4. Settings:
   • Setup Wizard
   • eDocumentation settings
   • Settings for eExchange

   • Transferring eWorkflow via PAWS

eDocumentation

eDocumentation is an electronic document storage service and a part of the PANTHEON Document Management System (DMS) or Documentation.
It is a central repository for ALL documentation used and created within the company, received and shared with your business partners and other entities. In this section, please read:

1. About eDocumentation
2. Activation of eDocumentation services
3. eDocumentation settings
   • Storage
   • Classification Scheme
   • Document archive
4. Documents:
   • Searching in Documentation
   • Document links
   • Document metadata
   • Adding documents
   • Chat Log
   • Reviewing documents in Documentation

eExchange

eExchange is Datalab's service that enables the exchange of all types of electronic documents (e-invoices, e-orders, e-packing slips, etc.) and is the second pillar and part of the PANTHEON Document Management System (DMS).

This section includes:

1. About eExchange
2. Activating eExchange services
3. Settings for eExchange
4. Receiving or importing;
   • Importing from bizBox – receiving an e-invoice
   • Importing emails and attachments
   • Importing from folders
   • ePosting
   • Importing by scan
   • Importing bank statements via Halcom
5. Sending (export)
   • Exporting to bizBox
     • Sending an e-invoice
     • Sending an e-order
     • Sending an e-packing slip
     • Sending an e-invoice abroad
   • Sending by email
   • SMS and email notifications

eWorkflow

eWorkflow is a set of connected elements (blocks) that control operations in PANTHEON through defined functions, resulting in a faster and automated execution of repetitive tasks or of a series of tasks in PANTHEON, such as VAT Account, Year-end, etc.

eWorkflow is also a key and integrating pillar within the PANTHEON DMS system. It acts as a robot that, in conjunction with the PANTHEON Automation Server (PAAS), controls the operation of eDocumentation and eExchange.

In this part of the manual, we have compiled the following chapters for you:

1. About eWorkflow
2. Implementing eWorkflow in your company
3. Predefined eWorkflows
4. Designing eWorkflows

Backup

Backup enables automated daily backups of the PANTHEON database and its secure storage in the cloud. With this feature, you can be worry-free about your business documents, as the company's most important data is always safe and secure.

eBusiness information and help

For further information and to subscribe to eBusiness services, please learn more at Datalab's eBusiness website.

Our consultants will be happy to help you. You can contact them as follows:

1. Sales: +386 1 252 89 00, prodaja@datalab.si
2. Support: +386 1 252 89 13, podpora@datalab.si