eDocumentation settings

1. Determine settings for storage of your documents!

Storage is easiest to imagine as a pantry or home garage with multiple closets, where different documents are stored. For storage, companies used to use warehouses or special archive rooms. In those rooms, there were many closets, packed with mountains of binders with company documents, arranged and put into folders.

2. Establish a Classification Scheme

A Classification Scheme, or its classifications, enable a structured arrangement of saved documentation in different groups, according to their attributes. A pre-prepared classification scheme is downloaded via Web Service, but you can adjust classifications and if needed, or even create new ones according to the needs of your company.

3. Set authorizations for Classifications

Not every document can be seen by everybody. Before using the document system, you have to decide which users or groups of users have access to which classification of documents. You can arrange the settings on an individual classification, as shown on the use case in this chapter.

4 Determine Document Archives

Set the archives in the Document types register for correct placement of saved documents. You can choose the default Archive or create new archives. Then, choose the corresponding Archive and Classification for the PANTHEON document types you want to archive.

5. Archive authorization settings

Permissions for use must be set for the Archive (or, Archives if there is more) as well. Set access options to individual Archives for individual users or groups with permissions.

6. Start using the document archive

• Scan your first received invoice.
• Add an attachment to a customer's invoice.
• Access the documentation from all PANTHEON modules.
• Print documents from documentation.