Documents
Documents are used for storing and organizing case files, contracts, legal correspondence, and other critical records for easy access and reference.
Here we can add new or edit existing documents.
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For practical use cases showing how to use Documents see the chapter Documents in user manual.
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We access Documents in PANTHEON Web Legal main menu.
Below is a description of the form's features:
In Toolbar we can access the tab:
Toolbar also contains below features:
| Show deleted |
When enabled lilst shows deleted documents. |
| New document |
Opens the form for adding New document.
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| Delete |
Button to delete Documents. Button is active when we select one or more Documents from the list. |
Filter bar with below display options.
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Search
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Search documents by number or subject. |
| Subject |
Filter documents by Subjects. |
| Document type |
Predefined document type. |
| Category |
Enables sorting documents with similar content. A classification scheme is predefined in the database but can be modified in Documentation register. |
| User |
Filter documents by specific user. |
| Status |
Select the status of the displayed documents.
You can choose between:
- Approved
- Reversed
- Rejected
- Delivered
- Finished
- Open
- Seen
- Recorded
- Send
- Canceled
- Failed
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| Date from |
Date of receiving the document. |
| Date to |
Document due date. |
List of Documents with the following information:
| Select |
Select this checkbox if you want to delete a document. You can select several documents at the same time.
Selecting at least one document makes inactive buttons in the command line active.
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 Preview |
In preview, you can see the document in the PDF format. The drop-down menu allows you to select which format to open. |
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Number
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Consecutive document number.
Clicking on the document number opens document with details from the database.
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Subject ID
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ID of the subject who sent the document (ID from the Subjects register).
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Subject name
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Full name of the subject related to the document from the Subjects register.
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Date
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Date of receiving the document.
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Due date
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Document due date.
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| Title |
The title of the document, which is automatically generated in the module in which the document is created. |
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DT
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Document Archive type. The document of type archive are defined in the Document Types register. The archive and storage of the document are defined based on the classification scheme.
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Category
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Classification entered upon scanning or adding the document into documentation. In addition to classifying a document, a classification also defines how the document is handled (which storage is assigned to the document).
Enables sorting documents with similar content. A classification scheme is predefined in the database but can be modified in Documentation register.
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Status
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Current document status (e. g. Open, Rejected, Finished, Approved etc.).
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