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Transfer Registers – Mailboxes

Preprepared Mailboxes are available on the Datalab Web Service. These Mailboxes are used to exchange electronic documents from different eExchange systems;

  • bizBox Mailbox – receiving and sending eInvoices from bizBox
  • ePosting – gathering and identifying the contents of scanned and PDF documents
  • Halcom eBank – exchange of bank statements
  • eSMS Service – notifying customers via SMS and Viber
  • WEBShop – for connecting to a web shop
  • Printing

Via Datalab Web Service, these can be transferred to register and required settings can be defined.

CASE SUMMARY

The person responsible wants to use all PANTHEON eExchange features. Therefore, the person responsible transfers all preprepared mailboxes via Datalab Web Service to the register. This is done as follows:

  1. Transferring Mailboxes via Web Service
  2. Transferring Mailboxes to register
  3. Searching and setting Mailboxes in register

1. Transferring Mailboxes via Web Service

To transfer mailboxes via Web Service, the person responsible selects the menu Settings | Program | Administration Panel, then the Settings | Documentation | Mailboxes panel.

In the toolbar, the person responsible clicks the (Import/Export Data) button and selects the Transfer Registers feature.

  • A Transfer Registers – Mailboxes window opens.
  • In the Import Type section, the person responsible checks the checkbox next to the Adding option, as it is the first time these preprepared mailbox registers are being transferred.
  • Then, in the For Country field, the person responsible selects the localization SI from the drop-down list, to transfer mailboxes in accordance with the localization for Slovenia.

The person responsible carries out the transfer by clicking the Transfer from server button.

2 Transferring Mailboxes to register

Then, the person responsible transfers Mailboxes to register.

In the lower part of the window, the person responsible selects the mailboxes the company will be using from the list of mailboxes.

This is done by checking the checkbox in the Yes/No column.

In this case, the person responsible checks all the available mailboxes.

WARNING

By checking checkboxes in the Yes/No column, you can transfer individual mailboxes to register.

The transferring process is completed with the Transfer to Register button.

The screen displays an information window.

The person responsible clicks the Ok button.

3 Searching and setting Mailboxes in register

After successfully transferring mailboxes to register, the person responsible wants to find a mailbox and check, or define its settings.

To search for mailboxes, the person responsible clicks the icon in the search field, then deletes the data from the search field.

From the list, the person responsible selects the desired mailbox and proceeds with required settings as shown in use cases bizBox Mailbox and Import from Folders Mailbox.

After finishing the mailbox settings, the person responsible defines the Document Archive settings.

 

 

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