Download classifications
For the documents that we want to save in eDocumentation, it is necessary to assign appropriate classifications. Classifications allow us to classify documents more easily and provide greater transparency. Classifications are created and reviewed in the Classification Scheme.
In the Download classifications step in the Setup wizard, using the Web Services, you can download the selected classifications or the entire preset classification scheme.
The form allows us to choose preset classification schemes according to the type of our company, choose localization for individual countries or choose individual classifications. After downloading, the classification scheme can be edited and designed as desired.
You can open the Setup Wizard in the menu Settings | Program | Administration panel | Settings | Documentation.
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HINT
- For more detailed information about the Downloading of classifications, read the chapter Download Classifications.
- You can most easily imagine Classification as a folder into which we file/insert documents of the same type. In addition to the classification of documents, it determines the handling of the document. It determines in which storage this document will be kept/located, how long it will be kept, when it will be proposed for automatic destruction, and the like.
- Advanced settings of classifications, which are necessary for working with eDocumentation, are organized in the Classification Scheme. See detailed instructions in the chapter Classification Scheme.
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The person responsible wants to download the pre-prepared classification scheme in the company's register. In the first step, the person responsible selects the criteria or the type of classification scheme.
In the Setup Wizard, the person responsible selects the Download classifications step.
In the Criteria section, in the Group field, the person responsible selects the classification scheme that corresponds to the type of the desired type of organization from the drop-down list: Klasifikacijski načrt za d.o.o. / Classification scheme for d.o.o..
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HINT
The fields Code and Description allow filtering classifications according to the type and the description of the classification. You can also filter using the special character %.
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The person responsible wants to transfer classifications that do not exist in the register, and overwrite the existing ones.
To do this, in the Import type section, the person responsible marks the checkbox Add/Update type.
The person responsible wants to import a classification for a Slovenian company, for this purpose in the field For country the person responsible selects the localization SI from the drop-down list.
Continues to select classifications.
Among the preset classifications, the person responsible wants to choose the classifications that meet the company's needs.
The person responsible chooses the button Transfer from server and downloads the entire Classification scheme for d.o.o. to the preview list
By marking the selection box Yes/No for each position, the person responsible chooses the classifications that the person responsible wants to transfer to the register.
The person responsible continues to transfer into the register.
To download the selected classifications to the register, the person responsible chooses the button Transfer into register.
Clicking the OK button in the Information window completes the successful transfer of the selected classifications to the register.
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HINT
You can view the classification scheme in the menu Settings | Documentation | Classification scheme.
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By clicking the Next button, the person responsible continues to the next step in the Setup Wizard which is Download Storages.