Difference between revisions of "Welcome view"

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* "[[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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<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.
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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]].
 
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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<br/>When selecting '''"Arhive"''' in the menu, a screen with everything that's related to your digital archive appears.<br/>
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On the left side the following sub-menu appears:
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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]]
  
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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 sub-menu, you can see the list with all documents which are in your archive.
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Each page contains maximum 20 documents.
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<br/>{{info|Each page contains maximum 20 documents.}}
  
 
Use following icons to move around:
 
Use following icons to move around:
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[[image:BlockReload.png|link=]] (Reload) is used for refreshing the screen.
 
[[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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<br/>On the right side, you can see a preview of the first image of the invoice using the [[image:thumbnail.png]] "Toogle the document preview" button. Together with the document preview, the comments also appear.
  
  
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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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{{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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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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* [[Welcome_view_EIS|EIS users]]
 
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* [[Welcome_view_OIS|OIS users]]
 
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* [[Welcome_view_VIS|VIS users]]
 

Revision as of 09:20, 9 June 2016

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.
  • 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.


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 "Arhive" in the menu, a screen with everything that's related to your digital archive appears.
On the left side the following sub-menu appears:


Next to the sub-menu, you can see the list with all documents which are in your archive.


Info.png Each page contains maximum 20 documents.

Use following icons to move around:

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

BlockReload.png (Reload) is used for refreshing the screen.


On the right side, you can see a preview of the first image of the invoice using the Thumbnail.png "Toogle 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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