Documents - Settings

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

Outgoing Documents

-Outgoing documents can be recorded using the Outgoing Document feature.

-Outgoing documents are grouped using the Group Feature.

-Groups are categorized using the Category Feature.

-It is associated with the company using the Related / Responsible Company Feature.

Common Documents

-Common documents are listed using the Common Documents feature.

-Use Group Feature to group common documents.

-Groups are categorized using the Category Feature.

Grouping is done to facilitate document management. This is the screen where groups are added.

The Groups screen includes Title, Area of Use and Date information. General Information and Authorized Users are edited by pressing the edit bar. Authorized User is added.

The group is added by pressing the Add New Group button.

To add a new Group, enter the Title, Key, Order, Usage Area, Notes information. After all operations are completed, press the Save button to save.

Categories are defined for groups added to facilitate document management.

The Categories screen includes Title and Date information. A Category is added by pressing the Add New Category button.

To add a new category, select the Usage Area, Group, Parent Category. Enter the Title, Key, Order, Notes information. After all operations are completed, click the Save button to save.

This is the screen where document subject definitions are displayed.

In the Document Topic Definitions screen, Title and Order information are listed in a table.

By clicking the Add New button, the document subject definition is added.

To add a document Subject definition, enter the Title and Order information. After all operations are completed, save by pressing the Save button.

This is the screen where the document arrival methods are displayed.

On the Document Arrival Methods screen, Title and Order information are listed in a table.

By pressing the Add New button, the Document Arrival Method is entered.

To add Document Arrival Management, enter the Title and Order information. After all operations are completed, save by pressing the Save button.

This is the screen where document statuses are defined.

In the status definitions screen, Title, Color, and Order information are listed in a table. The color feature in the status definitions has the ability to distinguish between the statuses.

The status definition is added by pressing the Add New button.

To add a Status Definition, enter the Title, Color, and Order information. After all operations are completed, click the Save button to save.

This is the screen where Document Text templates are created.

Retrieves Title and Order information on the Document Text Templates screen.

The text template is added by pressing the Add New button.

To add a Document Template, enter the Title, Order, and Text information.   After all operations are completed, save them by pressing the Save button.

This is the screen where the dump types are displayed.

In the Document Types screen, Title and Extension information are listed in a table.

A document type is added by pressing the Add New Document Type button.

To add a Document Type, the Title, Order, Extension information is entered. The file is selected and uploaded. After all operations are completed, it is saved by pressing the Save button.

This is the Customer Category matching screen.

On this screen, customer categories can be updated by matching Incoming Documents, Outgoing Documents and Common Documents with Customer Categories.

Automatic Numbering ensures that a record number is automatically assigned to each new record in the documents.

Fill in the Prefix and Suffix fields as desired or leave them blank.

Give a starting value to the Auto-Increment Number field. For example, if you give 1000, the following numbers will go as 1000, 1001, 1002...

When a value is entered, a preview is displayed on the right for information purposes.

On the E-mail Form Settings screen, the Mail Form, Form Key, and Mail Account information are listed in a table.

Editing is done by clicking on the mail form.

On the E-mail Form editing screen, Mail Account, Mail Template, Copy Recipients, Blind Copy Recipients information is edited. After all operations are completed, it is saved by pressing the Save button.

This is the screen where authorized users are displayed.

From the screen that opens by clicking on the user name, Add, Edit, Download, Print and Delete permissions are defined for groups and categories defined for incoming and outgoing documents and common documents.

On the Authorized Users screen, users are given the required authorizations and saved.