Documentation

Save sent email to DMS (c)

Automatically saves the outgoing email sent from PANTHEON to the documentation (DMS). Both the content of the message and the attachments are saved.

When the checkbox is checked, its color turns orange. The setting applies to the whole company (letter 'c' stands for 'company').

Classification

Define the classification of the sent email, which allows the sent email to be appropriately classified within the documentation.

Classification can be selected from the drop-down list or searched using a search engine, which can be opened by clicking the (magnifier) icon.

Save signed reports to DMS (c)

Automatically saves the documents (reports) signed in PANTHEON to the documentation (DMS).

When the checkbox is checked, its color turns orange. The setting applies to the whole company (letter 'c' stands for 'company').

Classification

Define the classification of the signed documents (reports), which allows the documents to be appropriately classified within the documentation.

Classification can be selected from the drop-down list or searched using a search engine, which can be opened by clicking the (magnifier) icon.

HINT Classification is best thought of as a folder in which documents of the same type are filed. In the paper world, documents were filed in file folders and labeled, while the documents within the folders were separated (classified) using cards or separate plastic sleeves.

Next

Saves the settings defined and moves to the next step.

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Setup Wizard

Next

Step 2: Download classifications