Вхідний документ

Summary

This script outlines the process of registering an incoming document in the system. Users can create an electronic card for the document through the incoming document registry or the 'Create Document' button on the system's toolbar. Fields in the card are either auto-filled or manually completed, with mandatory fields marked with a red star. Users can upload a document image from a file or scan it. Once all fields are completed, the document is registered, and its status changes from 'new' to 'Under Review,' transitioning to the designated employee for review.

Takeaways

• 😀 Users can register an incoming document in the System by creating an electronic document card.
• 😀 A document card can be created from the incoming document register, such as the 'In editing' register.
• 😀 The 'Create Document' button on the System's toolbar can also be used to create a document card.
• 😀 After pressing the 'Create Document' button, users select the type of document they wish to create from a list.
• 😀 The System will open the document card, and if automatic field filling is configured, the fields will be pre-filled.
• 😀 If automatic field filling is not set, the user will need to manually fill out all required fields.
• 😀 Fields marked with a red asterisk are mandatory for completion.
• 😀 Users can add an image of the document to the card either from a file or by scanning.
• 😀 To add an image from a file, users click the 'Document Image / From File' button and select a file via the file explorer.
• 😀 Once all required fields are filled and saved, users can choose the 'Register' action to complete the process.
• 😀 Only users with the role of registrar in the System have the right to register the document.
• 😀 After registration, the document's status changes from 'new' to 'Under review' and is assigned to the employee indicated in the 'For review' field.

Q & A

What is the first step in registering an incoming document in the System?

The first step is to create an electronic card for the document. This can be done either from the incoming document registry or by using the 'Create document' button in the System's toolbar.

How can a user create an electronic document card from the incoming document registry?

A user can create an electronic document card by clicking the 'Add' button in the registry, such as the 'In editing' registry.

What is the alternative way to create a document card besides using the incoming document registry?

Alternatively, a user can create a document card by using the 'Create document' button on the toolbar of the System.

What happens after clicking the 'Create document' button?

Once the 'Create document' button is clicked, the user selects the type of document to be created from a list, and the System opens an electronic card for the incoming document.

What fields are automatically filled in when creating an electronic document card?

If the document type is configured for automatic field population, those fields will be pre-filled. Otherwise, the user needs to manually fill in all required fields.

Which fields in the document card are mandatory to fill out?

Fields marked with a red asterisk (*) are mandatory for the user to fill out.

How can an image of the document be added to the card?

An image of the document can be added either by scanning it or by selecting a file using the 'Document image / From file' button.

What happens once all required fields are filled and saved?

Once all the required and mandatory fields are filled and saved, the user can select the 'Register' action to proceed.

Who has the permission to register a document in the System?

Only users with the role of 'Registrar' in the System have the authority to register a document.

What happens after a document is registered in the System?

After registration, the document's status changes from 'new' to 'Under review,' and it is forwarded to the employee specified in the 'Under review' field.