Creating a new document

Creating a new document is used when we want to import a read (scanned) document into the document system and link it to a document created in PANTHEON. All imported and filed documents in eDocumentation are stored in certified or non-certified storage.

WARNING Before using eDocumentation, the storage feature must be purchased and set up accordingly. Read more in the eBusiness chapter.

In this chapter, we will show you an example of how to create a new document. The feature is located in the Documents and tasks module, under the Documents submodule.

CASE SUMMARY The person responsible wishes to upload the document into PANTHEON eDocumentation.  They followed the next steps to complete the process: Creating a new document Entering general data Adding attachments

1. Creating a new document

The person responsible scans the document to prepare it for electronic storage and creates a new document in PANTHEON Web.

They click on Documents and tasks | Documents submodule.

They click on the New document button in the upper right corner.

A new blank data entry form opens.

2. Entering general data

The person responsible proceeds by entering the general data of the document.
From the drop-down list, in the Subject field select document subject.

In the Document type field they choose DMS0 document.

HINT The code of document types that appear in the drop-down list in the Document type field is previously set in the classification scheme. Read more about this in the eDocumentation Settings in PANTHEON chapter.

In the Classification field, they select 250 - Invoices (received, issued, internal) and documentation for creating them) from the drop-down list.

3. Adding attachments

In the next step, the person responsible adds the scanned document and archives it in the storage.

On the left-hand side, where the form for adding attachments is, the person responsible clicks Add attachment.

This opens a window in which the person responsible chooses the location or document they want to attach. They do so by clicking on the Open button.

The uploaded attachment can be seen as a preview.

The person responsible clicks on Add document button and completes the entry.

IMPORTANT You want to delete the document with link to documentation, the IRIS message will appear with options to Delete links in documentation or cancel operation.