Edit document
Selecting existing document opens document record with document preview, general info, metadata and links.
Form can be divided into the following parts.
On the left of the command line you can see document Category and Date.
On the right there are next action buttons:
| Save |
Clicking on this button automatically saves the document. |
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New
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Opens a form for a New document.
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Wizards
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In the wizards, you can find functionalities like:
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| Delete |
Deletes the currently selected entry.
Additional window opens before deleting the document:
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Save
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Clicking on this button saves the changes.
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Preview of one or several documents in the record. Here you can also print or download the documents.
General document record information.
| Subject |
Shows the subject related to the document, which is populated from the Subjects register. |
| Document type |
Shows the archive into which the document has been classified. 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.
An archive can receive documents from different mailboxes, which can be specified in Administration Panel | Settings | Mailboxes.
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| Category |
Shows the name of the classification (category) of the selected document. In addition to classifying a document, a classification also defines how the document is handled (which storage is assigned to the document). |
| Date |
Shows the date and time of creation of the selected document. |
| Due date |
Shows the due date of the document, which is populated from the classification scheme. |
| Cost c. (Cost center) |
Shows the Cost center related to the document, which is populated from the Cost center register. |
| Person responsible |
The person responsible for the document record from the company. |
| Status |
Shows the status of the document.
The number and names of statuses can be defined as desired. In PANTHEON, two document statuses are predefined:
- A – Approved: The document with this status has been approved by the person responsible.
- N – Not approved: The document with this status has not yet been approved by the person responsible.
The options available in this field can be created on the document of type archive on the Statuses tab of the Document Types register.
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| Note |
Additional note field- |
The Metadata tab of the Documents form displays the metadata of the selected document, defined or set for each document classification separately.
The Links of the Documents form shows information on the documents linked to the selected document. Only existing document links are shown.
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Add Link
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Allows searching for a link to a specific record or selecting it from a drop-down list.
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Clicking the button adds the selected link to the selected record.
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Link Key
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Shows the key, i.e. the number of the linked record in its original format. Selecting key opens the record.
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Link Subject
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Subject from the linked record.
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Link Name
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Name from the linked record.
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The Document list opens when clicking 
button on the top of the page.
Here, you can search and browse through all records and delete them just like in the Document tab.
