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Header

  

The Header section of the Documents tab in the Mailroom form allows you to filter the documents displayed in the Documents table and manually execute eWorkflows linked to the selected mailbox.

Below is a description of section's features.

Date from Enter the start date of the period in which the document has been created. The program displays  documents for which the date in the Date field is equal or later than the date entered.
(Date) to Enter the end date of the period in which the document has been created. The program displays documents for which the date in the Date field is equal or earlier than the date entered.
Status

In the field, specify the status of the document by which you want to filter the documents in the table. 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.

Hint

For more information on how to create document statuses, see the instructions described in the chapter Archive of the technical guide.

Clicking the  (magnifier) icon opens a special search engine where you can perform the search using several statuses at the same time.

Subject

Select the subject from the Subjects register, by which you want to filter the documents displayed in the table.

Clicking the  (magnifier) icon opens a special search engine where you can perform the search using several subjects at the same time.

Category

Select the document category (classification) from the Classification Scheme by which you want to filter the documents displayed in the table.

Clicking the  (magnifier) icon opens a special search engine where you can perform the search using several categories at the same time.

 (Filter documents) Click to filter the documents displayed in the table.
(eWorkflow buttons)

By clicking a button in this section, a linked eWorkflow is executed.

Here are displayed buttons for all eWorkflows that are linked to the mailbox in the eWorkflows tab of the Mailboxes panel.

 

 

 

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