Documentation (the General tab)
The Documentation tab joins eWorkflows, eDocumentation, and eExchange in one place. It is integrated on all PANTHEON forms and allows you to easily view, import, export, and process documents in PANTHEON.
The form is made up of certain elements, which are described below.
Displays a tabular list of the documents in the Documentation.
A detailed description of the functionality can be found in the chapter Documents table.
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HINT
The grouping row allows you to group data according to a selected parameter using the 'drag&drop' method.
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The preview of the selected document appears on the right side of the PANTEHON form.
A detailed description of the functionality can be found in the chapter Document preview.
The Documentation tab has several sub-tabs that display data about related documents, metadata, files, etc., and tracking the progress of the task resolution in eDocumentation.
The Links tab displays the data on documents linked to the selected document. Only existing document links are shown. Linked documents can be opened simply by double-clicking the key of the linked document.
A detailed description of the functionality can be found in the chapter Links.
The Metadata tab displays the metadata of the selected document, defined or set for each document classification separately.
A detailed description of the functionality can be found in the chapter Metadata.
In the Files tab, all files belonging to the selected document are displayed. Here, files can be added, such as contracts, price lists, pictures of articles, delivery notes, etc.
A detailed description of the functionality can be found in the chapter Files.
The tab Chat Log displays information about who, when, and which task was performed in connection with the document, as well as which workflow (e.g. validation) controls the tasks.
A detailed description of the functionality can be found in the chapter Chat Log.
On this panel, a link to a locally stored document (on your computer) can be entered.
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Document Type
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Select a document type code from the drop-down list. The code list is defined in the Types of Documents register.
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Valid Until
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Set the validity of the document by entering the date or by selecting it from the calendar, which appears as a drop-down list.
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Description
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Enter a brief description of the document in the space provided.
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Document
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Copy or enter the location (link) of the document (where it is stored). You can easily access the document by double-clicking the link, which opens the document.
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WARNING
Document is not saved in eDocumentation!
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