Table of Contents
Document information
Description
In the document information, you can view and edit the information that is stored together with the documents in the DATAflor Building files are filed.
Features
Document tab
On the tab Documents you will find information on how to store the document in the DATAflor Construction file.
| designation | Give the document a unique name. |
| Created to | This field contains the internal document name by which the document is identified by the program. It is grayed out so that the information it contains is not changed. |
| Responsible | By clicking  choose the person responsible for this document. All in BUSINESS recorded employees who have access to DATAflor Have construction files. The registered user is pre-assigned by default. |
| Category | By clicking put the document in a category. By default, the category that is set in the form management for the printed form is preset. |
| Document Type | By clicking assign the document to a document type. By default, the document type that is set in the form management for the printed form is pre-assigned. |
Correct assignment of the document to a Responsible employeesto Category as well as one Document Type helps you to find the document in the Document search to be found again quickly. In addition, all documents of an employee, a category or a document type can be displayed.
| Shipping method | By clicking select the form in which you have sent the document to the recipient. |
| shipping on | By clicking set when you delivered the document to the recipient. |
| Notes / keywords | If necessary, write down additional information about this document. You can later use these notes to find the document in the document search using the full text search. A maximum of 2000 characters are possible. |
| Resubmission | By clicking select the employee to whom the document is to be displayed in the resubmission. All in BUSINESS recorded employees who have access rights to DATAflor Construction file to have. In the form management you can store for each form that a specific employee or always the user who is logged on is automatically pre-assigned. |
| Resubmission on | Specify at what point in time (date and time, if applicable) the selected employee should complete the document. The employee is made aware of the document in the resubmission at the selected time. In the form management you can define a number of days for each form for the automatic calculation of the date Resubmission on is used. |
| Resubmission is | By clicking select the resubmission status in progressso that the document is displayed in the resubmission of the selected user. Documents with the resubmission status done are no longer displayed in the resubmission. |
Details tab
On the tab Details you will find additional information on the document.
The information that is already stored for the client address or the LV is in the corresponding fields pre-assigned and can be supplemented or changed if necessary.
| Recipients | The address of the recipient for whom this document is intended. |
| Contact person, function, phone extension, e-mail | The contact person at the recipient's premises as well as the function, telephone extension number and email address of the contact person. |
| Client, project, object, LV | The name of the client, the project name, the object name and the name of the specification from the project management. |
| Subject | The subject of the document. |
Confirm your entries with [OK].