Difference between revisions of "Document flow"
From 1Archive help
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<br/>[[image:Document_flow.png|link=]]<br/> | <br/>[[image:Document_flow.png|link=]]<br/> | ||
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| + | ==Onea accountancy== | ||
| + | <br/>{{warning|Only available when enabled in the company settings. Contact [mailto:support@onea.be support@onea.be] to enable/disable this functionality.}}<br/> | ||
| + | |||
| + | This functionality decides if a document should be sent to 'Onea accountancy' or 'Pre-control' after scanning. | ||
| + | * ''Enabled'': the document is sent to 'Onea accountancy' | ||
| + | * ''Disabled'': the document is sent to 'Pre-control' | ||
| + | |||
| + | When this functionality is enabled, the document is available for the 'Onea accountancy' users. These users have to process and validate the documents first and then send them to the AP user. They can further process and book the documents. | ||
| + | |||
| + | ==TAP== | ||
| + | <br/>{{warning|Only available when enabled in the company settings. Contact [mailto:support@onea.be support@onea.be] to enable/disable this functionality.}}<br/> | ||
| + | |||
| + | Enabling this functionality means that an AP user can send documents to a TAP user. When performing this action, the status of the document doesn't change, only the assignment changes.<br/> | ||
| + | The TAP user will be able to edit the document and send it back to the AP user. | ||
| + | <br/> | ||
| + | <br/>[[image:Precontrol_flow.png|link=]] | ||
| + | |||
| + | ==Post-control== | ||
| + | <br/>{{warning|Only available when enabled in the company settings. Contact [mailto:support@onea.be support@onea.be] to enable/disable this functionality.}}<br/> | ||
Revision as of 16:26, 17 October 2016
Depending upon the settings of the company, documents follow a certain flow in 1Archive. A schematic overview:
1 Onea accountancy
 |
Only available when enabled in the company settings. Contact support@onea.be to enable/disable this functionality. |
This functionality decides if a document should be sent to 'Onea accountancy' or 'Pre-control' after scanning.
- Enabled: the document is sent to 'Onea accountancy'
- Disabled: the document is sent to 'Pre-control'
When this functionality is enabled, the document is available for the 'Onea accountancy' users. These users have to process and validate the documents first and then send them to the AP user. They can further process and book the documents.
2 TAP
|
Only available when enabled in the company settings. Contact support@onea.be to enable/disable this functionality. |
Enabling this functionality means that an AP user can send documents to a TAP user. When performing this action, the status of the document doesn't change, only the assignment changes.
The TAP user will be able to edit the document and send it back to the AP user.
3 Post-control
|
Only available when enabled in the company settings. Contact support@onea.be to enable/disable this functionality. |
