Importing documents directly from PANTHEON reports
To eDocumentation, you can import documents on the basis of PANTHEON reports. The report can be sent directly, e.g. as PDF, or an e-invoice to eDocumentation.
Another way is to convert a report to a document in the desired format (e.g. as a JPG image, a GIF image etc.), then save it locally on the computer or server, and via the Import from folder procedure, import it into eDocumentation.
This chapter presents how to send a PDF directly to eDocumentation.
 |
Warning
- To use the eDocumentation service, it must first be activated and the correct settings must be determined.
- The importing procedure shown in the case is the same regardless of the type of electronic document storage (eDocumentation, Certified eDocumentation, Local eDocumentation).
|
1. Creating a PANTHEON record for export
The person responsible opens the Profit loss statement form to create a report.
In the menu, the person responsible selects Financials | Reports | Financial Reports | PLS - Profit-loss statement.
In the PLS - Profit-loss statement, the person responsible determines the parameters, according to which the program will prepare a report.
To prepare a report, the person responsible clicks the Report button and a preview of the report opens.
 |
HINT
- For detailed instructions on how to prepare a Profit-loss statement report, see the chapter Financial Statement Report.
- If you need a business analysis according to your own desires, see the chapter Ad-Hoc analyses.
|
2. Importing the record to eDocumentation
In step two, the person responsible wants to import the Profit-loss statement report directly to eDocumentation as a PDF. This is done as follows:
- The person responsible clicks the
(Send PDF to documentation) button.
- A Confirmation window opens with the message: "The report has been sent to Documentation. Do you want to open Documentation?"
- The person responsible clicks the Yes button.
- A Documents form opens, where the added report document is visible on the list.
