Archive
Archive is easiest to imagine as a closet. In the case of electronic documentation, the archive is part of Storage, in which certain types of documents are placed.
By default, one archive (DMS0) is available in PANTHEON, which is necessary for proper operation eDocumentation. For different types of documents, we create our own archives, according to the needs of the company (according to the type/location/place of documentation).
The settings are accessed from the menu Settings | Program | Document Types. The form opens the register of document types, where we go to the Archive panel.
Here is a description of the form and its individual elements.
Toolbar enables various functionalities in the Document Type register.
In the header of the form, enter the data necessary to enter the type of document. The created archive document type is defined with the following data:
|
ID
|
Enter any three-digit alphanumeric code of the type of archive document in the field.
|
|
Short name
|
In the field, enter any short name of the type of archive document that is printed on reports.
|
|
Name
|
Enter the descriptive name of the document type in the field.
|
|
Record Only
|
The field is marked in yellow if it is a record type of archive documents.
|
|
Group
|
Each type of archive document can be assigned a group and thereby group it in the menu.
|
|
Link to LT/LX menu
|
The setting of the field is mainly intended for accounting services whose users of LT/LX programs connect via hosting to the database on which the accounting service also works, as well as independent users of LT/LX versions.
 |
HINT
Read more detailed instructions and field descriptions in chapter Link to LT/LX menu.
|
|
|
Classification
|
Select the document type classification from the drop-down list. We have created classifications in the form Classification Scheme.
|
Any number of statuses can be assigned to archive document types on the Status tab.
In this tab, the following elements are displayed:
|
Copy statuses
|
When entering a new type of document directly or duplicating them, the statuses are not copied. If you want to copy the statuses, use the button Copy statuses.
|
|
Status
|
In the Status field, specify a one-digit status code. Two statuses are preset:
- D – delivered: means that the document with this status has not yet been confirmed by the responsible person
- A – approved: means that the document with this status has been approved by the responsible person
If necessary, we can create new ones. Recorded statuses on individual archives are available for selection on the form Documents.
|
|
Name
|
Enter any alphanumeric name of the status in the field.
|
On the Permissions tab, we set authorizations to one or more users at the same time.
|
HINT
Read the user cases related to the archive in the chapters:
|