{"id":1035,"date":"2015-05-20T15:17:33","date_gmt":"2015-05-20T19:17:33","guid":{"rendered":"http:\/\/dev.dcisoft.ca\/?p=1035"},"modified":"2020-11-06T11:10:54","modified_gmt":"2020-11-06T16:10:54","slug":"gestion-de-documents-importes-dans-une-base-de-donnees","status":"publish","type":"post","link":"https:\/\/www.dcisoft.ca\/en\/gestion-de-documents-importes-dans-une-base-de-donnees\/","title":{"rendered":"Documents Management Imported Into a Database"},"content":{"rendered":"<p><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\"><span style=\"color: #8e1324;\"><em><strong>DCision ERP<\/strong><\/em><\/span> allows documents to be associated with transactions or with members of certain permanent lists (Products, Customers, Suppliers) by importing them into a database dedicated to this functionality.<\/span><\/span><\/p>\n<p><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">There are many advantages to importing files, here are the main ones<\/span><\/span>:<\/p>\n<ul class=\"s\">\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Keep information related to Financial or Operational records without having to keep a hard copy.<\/span><\/span><\/li>\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Quickly view or print documents related to what the user performs as a task without having to search for them on a network or in a filing cabinet.<\/span><\/span><\/li>\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Facilitates backups since only the database needs to be archived and not files on servers.<\/span><\/span><\/li>\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Facilitates file access controls because only authorized <em><strong><span style=\"color: #8e1324;\">DCision ERP<\/span><\/strong><\/em> users have access to view and update files.<\/span><\/span>\u00a0<span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">This avoids having to rely on your technicians to manage complex network permissions.<\/span><\/span><\/li>\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Allows you to securely store frames for printing checks with a scanned signature.<\/span><\/span>\u00a0<span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">These frames can only be used for issuing checks to reduce the risk of fraud.<\/span><\/span><\/li>\n<li><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"alt-edited\" title=\"\">Assign an image to a product<\/span><\/span>.<\/li>\n<\/ul>\n<p><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Here are some examples of documents that may be interesting to import<\/span><\/span>: <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Confirmation of a purchase order received by email from a supplier, diagrams of a manufactured product, a user manual for a product purchased or sold, a confidentiality agreement with a customer or supplier, a certificate<\/span> <span class=\"\" title=\"\">of quality control of purchased or manufactured batches (lot), the technical specifications accompanying a quote or an order, a signed contract, etc.<\/span><\/span><\/p>\n<h3><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">How it Works<\/span><\/span><\/h3>\n<p><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">From the update of a permanent list member, the entry of a document header or one of its lines, a button allows you to open a window asking to identify the<\/span> <span class=\"\" title=\"\">document.<\/span><\/span>\u00a0<span class=\"tlid-translation translation\" lang=\"en\"><span class=\"alt-edited\" title=\"\">Document types can be defined and associated with imported files to help in search and consultation thereafter.<\/span><\/span> <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">The user selects the document to import on disk or directly from his scanner.<\/span><\/span> <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">The system then imports the document into the database. <\/span><\/span><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">The user can thus import several documents if necessary.<\/span><\/span> <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">An entry in the menu allows you to consult the documents and another to update them (Modify the description, Edit, Replace or Delete them)<\/span><\/span>. <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Upon request to edit a document, the system saves it in a temporary folder.<\/span><\/span> <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">The document can then be re-imported to replace the original.<\/span><\/span> <span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">By consulting transactions or permanent lists, it is also easy to consult the related documents.<\/span><\/span><\/p>\n<p><span class=\"tlid-translation translation\" lang=\"en\"><span class=\"\" title=\"\">Please do not hesitate to <a href=\"\/en\/nous-rejoindre\/\">contact us<\/a> with any questions or for more details.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>DCision ERP allows documents to be associated with transactions or with members of certain permanent lists (Products, Customers, Suppliers) by importing them into a database dedicated to this functionality. There are many advantages to importing files, here are the main ones: Keep information related to Financial or Operational records without having to keep a hard &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Documents Management Imported Into a Database\" class=\"read-more button\" href=\"https:\/\/www.dcisoft.ca\/en\/gestion-de-documents-importes-dans-une-base-de-donnees\/#more-1035\" aria-label=\"Read more about Documents Management Imported Into a Database\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[28],"tags":[],"class_list":["post-1035","post","type-post","status-publish","format-standard","hentry","category-articles-of-interest","no-featured-image-padding"],"_links":{"self":[{"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/posts\/1035","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/comments?post=1035"}],"version-history":[{"count":5,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/posts\/1035\/revisions"}],"predecessor-version":[{"id":1534,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/posts\/1035\/revisions\/1534"}],"wp:attachment":[{"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/media?parent=1035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/categories?post=1035"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dcisoft.ca\/en\/wp-json\/wp\/v2\/tags?post=1035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}