Difference between revisions of "Welcome view"

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* '''Logout (username)''': allows the current user to log off.
 
* '''Logout (username)''': allows the current user to log off.
 
* '''My account''': gives you access to the different [[User management|user settings]].
 
* '''My account''': gives you access to the different [[User management|user settings]].
 +
* '''Settings''': gives you access to some [[Settings|company settings]]. '''Only available for super accountant users!'''
 
* '''en | nl | fr''': allows you to choose a specific language (English, Dutch or French).
 
* '''en | nl | fr''': allows you to choose a specific language (English, Dutch or French).
  
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On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:
 
On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:
  
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* “[[Capturing_invoice_data#Capturing_paper_invoices_by_web_scanning|Document loader]]”: for launching the webscanning task or other import methods.
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* "[[Capturing_invoice_data#Capturing_paper_invoices_by_web_scanning|Document loader]]": for launching the webscanning task or other import methods.
 
* "[[Validating_invoices|Archive]]”: an overview of all the documents available in the archive, along with some tasks (on the left side).
 
* "[[Validating_invoices|Archive]]”: an overview of all the documents available in the archive, along with some tasks (on the left side).
 
* "[[Reports]]": gives you the possibility to create a report of certain data in 1Archive.
 
* "[[Reports]]": gives you the possibility to create a report of certain data in 1Archive.
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* "[[Nomadesk]]": view all the files which are available in your Nomadesk vault.
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<br/>
 
The '''EIS''' and '''OIS''' environments have an extra menu item, which is located at the first position:
 
The '''EIS''' and '''OIS''' environments have an extra menu item, which is located at the first position:
 
* "[[Dashboard]]": gives you a statistical overview of the documents in 1Archive.
 
* "[[Dashboard]]": gives you a statistical overview of the documents in 1Archive.
  
 
<br/>
 
<br/>
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On the right side of the menu, you can see in which company you are working. Next to that, you see the [[image:company.png]] "Company" icon. This button allows you to select a different [[Selecting a company|company]].
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On the right side of the menu, you can see in which company you are working. Next to that, you see the [[image:company.png|link=]] "Company" icon. This button allows you to select a different [[Selecting a company|company]].
  
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<br/>When selecting '''"Archive"''' in the menu, a screen with everything that's related to your digital archive appears.<br/>
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On the left side, there is a menu with different options which are described [[Left sidebar|here]].
  
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Under the “company” name you can find information of how much data (pages) the archive or a specific list contains.
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<br/>
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Next to the left sidebar, you can see a list with documents. Which documents you see depends on the item you selected on the left.
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Each page contains maximum 20 documents.
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<br/>{{info|Each page contains up to 20 documents.}}<br/>
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Use following icons to move around:
 
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*  [[image:blockFirst.png|link=]] "First page" go to the first page of the list.
 
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*  [[image:blockPrevious.png|link=]] "Previous page" go to the previous page.
 
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*  [[image:blockLast.png|link=]] "Last page" go to the last page of the list.
 
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*  [[image:blockNext.png|link=]] "Next page" go to the next page.
 
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[[image:BlockReload.png|link=]] (Reload) is used for refreshing the screen.
 
  
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With the following icon [[image:thumbnail.png|link=]] (Toggle the document preview), you can set on or off the thumbnails, displaying the first image of the invoice as a thumbnail in the list.
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Use following buttons to move around in the list:
  
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* [[image:blockFirst.png|link=]] '''"First page"''': go to the first page of the list.
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* [[image:blockPrevious.png|link=]] '''"Previous page"''': go to the previous page of the list.
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* [[image:blockLast.png|link=]] '''"Last page"''': go to the last page of the list.
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* [[image:blockNext.png|link=]] '''"Next page"''': go to the next page of the list.
  
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{{Note|In “<u>''[[All documents|All documents]]''</u>”, you can limit your view of the invoices into ‘Since last visit’, ‘Last 3 months’, ‘Last 6 months’  or ‘All’.}}
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[[image:BlockReload.png|link=]] "Reload" is used for refreshing the list.
  
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<br/>On the right side, you can see a preview of the first image of the invoice using the [[image:thumbnail.png|link=]] "Toggle the document preview" button. Together with the document preview, the comments also appear.
  
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By clicking on a tab you can switch from activity.
 
  
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When selecting the “Archive” tab you see on the left side following sub menu:
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{{Note|In “''[[All documents|All documents]]''”, you can limit your view of the invoices into ''"Since last visit"'', ''"Last 3 months"'', ''"Last 6 months"''  or ''"All"''.}}
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* [[Welcome_view_EIS|EIS users]]
 
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* [[Welcome_view_OIS|OIS users]]
 
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* [[Welcome_view_VIS|VIS users]]
 

Latest revision as of 14:20, 23 June 2017

In the upper right corner of the welcome view you have different links to click on:

  • Help: opens the wiki.
  • Logout (username): allows the current user to log off.
  • My account: gives you access to the different user settings.
  • Settings: gives you access to some company settings. Only available for super accountant users!
  • en | nl | fr: allows you to choose a specific language (English, Dutch or French).


On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:

  • "Document loader": for launching the webscanning task or other import methods.
  • "Archive”: an overview of all the documents available in the archive, along with some tasks (on the left side).
  • "Reports": gives you the possibility to create a report of certain data in 1Archive.
  • "Nomadesk": view all the files which are available in your Nomadesk vault.


The EIS and OIS environments have an extra menu item, which is located at the first position:

  • "Dashboard": gives you a statistical overview of the documents in 1Archive.


On the right side of the menu, you can see in which company you are working. Next to that, you see the Company.png "Company" icon. This button allows you to select a different company.


When selecting "Archive" in the menu, a screen with everything that's related to your digital archive appears.
On the left side, there is a menu with different options which are described here.


Next to the left sidebar, you can see a list with documents. Which documents you see depends on the item you selected on the left.


Info.png Each page contains up to 20 documents.

Use following buttons to move around in the list:

  • BlockFirst.png "First page": go to the first page of the list.
  • BlockPrevious.png "Previous page": go to the previous page of the list.
  • BlockLast.png "Last page": go to the last page of the list.
  • BlockNext.png "Next page": go to the next page of the list.

BlockReload.png "Reload" is used for refreshing the list.


On the right side, you can see a preview of the first image of the invoice using the Thumbnail.png "Toggle the document preview" button. Together with the document preview, the comments also appear.


Note.png In “All documents”, you can limit your view of the invoices into "Since last visit", "Last 3 months", "Last 6 months" or "All".
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