Documents
The Documents submodule is like a giant virtual ring binder – it contains all the documents entered as documentation (imagine all the paperwork that you used to keep in folders and binders or that were circulating around the company). 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.
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.
The screen can be logically divided into two sections:
- Command line – with important action buttons: New document (opens a new page), eInvoice and Delete document.
- List of documents – the biggest part of the screen with documents and their data, with header for searching;
List of documents
In the header of the list, PANTHEON Web Light enables quick and easy searching through the list of documents. You can use the Tab key to move between the fields.
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Search
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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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Classification
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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 (defined in PANTHEON database).
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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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The list 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.
Selecting at least one document makes inactive buttons in the command line active.
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 Preview
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In preview, you can see the document in the PDF format. The drop-down menu allows you to select which format to open.
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Number
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Consecutive document number.
Clicking on the document number opens document with details from the database.
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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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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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