Settings for documents

In the settings for documents, you can specify the default document type for the module Documents and Tasks. Selecting a default document type allows faster data entry. The program also allows you to select the default classification for the document. The settings for documents in PANTHEON Web Light can be accessed on the tab Documentation in the module Settings.

This chapter shows how to set up documents for the module Documents and Tasks in PANTHEON Web Light.

HINT For more information on the settings for documents, see the chapter Documentation.

CASE SUMMARY To speed up the business process, the person responsible wants to set the default document and default classification for the module Documents and Tasks. In the settings for documents, the person responsible selects the desired default document and classification. This is done as follows: Opening the settings for documents Selecting the default document type Selecting the default classification type

1. Opening the settings for documents

The person responsible wants to open the settings for documents.

To open the settings for documents, the person responsible selects the module Settings and the tab Documentation.

A blank window for defining the default settings opens.

WARNING Default settings are saved at user level. Each user can have their own default document type settings.

2. Selecting the default document type

The person responsible wants to select DMS0 - Document as the default document.

From the drop-down list of the field Document type, the person responsible selects DMS0 - Document.

WARNING The Document types register that appears in the drop-down list of the field Document type needs to be previously defined in the classification scheme. For more information, see the chapter eDocumentation settings in PANTHEON.

3. Selecting the default classification type

The person responsible wants to set the default classification to 250 - Računi (prejeti, izdani, interni) in dokumentacija za njihovo izdelavo.

From the drop-down list of the field Classification, the person responsible selects 250 - Računi (prejeti, izdani, interni) in dokumentacija za njihovo izdelavo (Invoices (received, issued, internal) and documentation for creating them).

The default settings for creating a new document in the module Documents and Tasks have now been defined.

The default settings for the document can be modified as desired.