|
Customer: Adding documents |
Scroll |
The process of adding a document to the Therefore™ Archive via the customer card is shown in figure 9.
Figure 9: Addition of new Therefore™ documents (Customer Card)
The Therefore™ – Add button opens a window in which the document to be archived can be selected. Alternatively, the document can be scanned and made available as a PDF. Optionally, one of the Therefore™ categories can be allocated to a keyword and/or a business transaction ID. The business transaction ID enables targeted searching through the Navigate function for entries concerning this business transaction (see Navigate - Business case ID).
Confirming will open the Therefore™ Viewer. As shown in figure 10, the selected file is saved in the Therefore™ archive, and mapping of index data taken from NAV is performed.
Figure 10: Therefore™ Viewer (Customer Documents)
