Documents - User Interface

It is the home screen of the Documents application.

This screen displays incoming documents, which are divided into two categories: All Incoming Documents and New Records. "New Record" is used as a group name. If there are different group definitions for incoming documents, their titles will be listed in the menu.

Documents can be organized by adding groups to them and categories to those groups.

All Incoming Documents

In the All Incoming Document information screen, Document information, Status, Creation Information, Transaction information are listed in a table. From the Transactions area, the relevant document can be added, an e-mail can be sent, and downloading and editing operations can be performed.

New Document

In the New Document information screen, Document information, Status, Creation Information, Transaction information are listed in a table. From the Transactions area, the relevant document can be added, an e-mail can be sent, and downloading and editing can be done.

This screen displays outgoing documents.

Outgoing documents can be organized by adding groups and categories to those groups.

On the Outgoing Document information screen, details such as Document Information, Status, Creation Information, and Transaction Information are listed in a table. From the Transactions area, you can add the relevant document, send an email, and perform downloading and editing tasks.

This is the screen where Common Documents are displayed.
Public Documents can be managed by adding groups and categories to groups.

In the Common Documents screen, Document information, Status, Creation Information, Transactions information are listed in a table. From the Transactions area, the relevant document can be added, an e-mail can be sent, and downloading and editing can be done.

This is the screen where deleted documents are displayed.

In the Deleted Documents screen, Document Information, Status, Creation Information, Deletion Information, Transactions are listed in a table. From the Transactions area, the relevant document can be added, an e-mail can be sent, and downloading and editing can be done.

Analyses are divided into four categories: Institutions, Incoming Document Distribution, Outgoing Document Coordination, and Situations.

Institutions

In the Institutions screen, Institution Name, Incoming Document, Outgoing Document, Common Document information is listed in a table.

Incoming Document Distribution

On the Incoming Document Distribution screen, Personnel Name, Responsible, Distribution information is listed in a table.

Outgoing Document Coordination

On the Outgoing Document Coordination screen, Personnel Name, Preparer, Coordination information is listed in a table.

Situations

On the Status screen, Status Name, Incoming Document, Outgoing Document, Common Documents information is listed in a table.

Reports are divided into two groups: Daily Documents and Weekly Documents.

Daily Documents

This is the screen where daily incoming documents are displayed.

The Daily Documents screen includes Business Registration Number, Subject, Institution Name, Date on the Document, Document Transfer Method, Status, E-Mail Sending, Creation Information.

Weekly Documents

This is the screen where the documents processed weekly are displayed.

The Weekly Documents screen includes Business Registration Number, Subject, Institution Name, Date on the Document, Document Transfer Method, Status, E-Mail Sending, Creation information.

This is the screen where the institutions from which documents are received or sent are listed and defined.

A customer is added by pressing the Add New button.

To add a customer, Company Name, Phone Number, Short Name of the Company, Company E-mail Address, Data Center, Tax Number, Address, Country, Province, Postal Code information is entered.

Customers are added by pressing the Add From Customers button.

After adding a customer, the institution is added by selecting the boxes.

Similar institution scanning is performed from the Tools screen.

The settings document can be accessed via the relevant menu.
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