Document Hub

The document hub presents information about all documents to you. This includes pending and failed documents. Additionally, you find all documents that you can download in a ZIP file. This is a MyView menu. Create several vie sets and position every area just like you want. Here you find more on the topic of MyView and working with MyView.

1. Document overview

In the document overview all documents and their state are displayed.. On the top you find an overview with the total amount of documents, how many documents are pending right now and how many documents were failed to be created. The fields Total documents, Pending documents and Failed documents can be filtered by document type and time frame. The document overview can also be filtered. Here, you also generate ZIP files from selected documents. These will be generated in the background and then be displayed in the Download files area. Besides that, you can also merge selected documents.

The following filter are available:

Table 1. **Filter settings**
Setting	Explanation
Document number with prefix	Enter a document number with prefix to find a document with this number.
Owner	Select one or more owner from the drop-down list to filter for documents with these owner(s).
Order ID	Enter an order ID to filter for documents that were created for the order with this order ID.
Status	Select a status from the drop-down list to filter for documents with this status.
Client	Select a client from the drop-down list to filter for documents that were generated by the selected client.
Creation date	Enter a date or time frame to filter for documents that were created in the selected time frame.
Contact ID	Enter a contact ID to filter for documents that contain this contact ID.
Document type	Select a document type from the drop-down list in order to filter for documents of this document type.
Tags	Select a tag from the drop-down list to filter for documents with this tag.
Display date	Enter a date or time frame to filter for documents that contain the entered date or time frame as document date.

Create ZIP file

Proceed as follows to create a ZIP file for several selected documents:

Go to Data » Document Hub.
Select (toggle_on) in the *document overview*area all documents you want to create a ZIP file for.
Click in the header on Create ZIP file (sim_card_download).

The ZIP file will be created and you can find them in the Download files area.

Merging files

Beside creating ZIP files, you can also merge selected documents to one PDF file.

Go to Data » Document Hub.
Select (toggle_on) in the *document overview*area all documents you want to merge into a PDF file.
Click Merge selected documents (news) in header of the section.

The PDF file is created and downloaded.

2. Download files

In the Download files area you can download all created ZIP files. ZIP files are seven days available for download. In the column Status you can see if the ZIP file creation is completed. If the creation is completed, you can either download or delete the ZIP file. You can also cancel the ZIP file creation in this area.

3. Template usage

In this section you can see how many templates are used for the different document types and how many templates can still be created. Via Manage templates (open_in_new) you get redirected to the Setup » Documents » DocumentBuilder menu to create and manage templates.

4. Validated documents

In this area you find all documents that have to be validated for the XRechnung format. XRechnung validators verify if the XML structure, mandatory fields, schematron rules and business rules fit to EN 16931 and XRechnung. The results can differ depending on the validation tool.

The following filters are available:

Table 2. **Filter settings**
Setting	Explanation
Document ID	Enter a document ID to filter for the document with the entered ID.
Validation state	Select one of the both states. Only documents with the selected state are displayed.
Creation date	Enter a date or time frame to filter for documents that were created in the selected time frame.
Document type	Select a document type from the drop-down list in order to filter for documents of this document type.
Tags	Select a tag from the drop-down list to filter for documents with this tag.

5. Number ranges

In the number ranges area you find by default all activated number ranges. Via Go to number ranges (open_in_new) you get redirected to the Setup » Documents » Number ranges menu to manage your number ranges.

In this area the following filters are available:

Table 3. Filters for number ranges
Filter	Explanation
Name	Enter a name to filter for number ranges with this name.
Document type	Select a document type from the drop-down list in order to filter for number ranges of this document type.
Activation	Select active or inactive from the drop-down list, to filter for the activation state.
Prefix	Enter a prefix to filter for number ranges with this prefix.

6. Document templates

In this area you find all document templates that are available in the system. The filter Active is preselected, so only activated document templates are displayed. Via Manage templates (open_in_new) you get redirected to the Setup » Documents » DocumentBuilder menu to create and manage templates.

Table 4. **Filter settings**
Setting	Explanation
Template name	Enter the name of the template to filter for templates with that name.
Template ID	Enter a template ID to filter for the document with the entered ID.
Document type	Select a document type from the drop-down list in order to filter for documents of this document type.
Activation	Select, if you want to filter for active or inactive document templates.
Default template	Select, if you want to filter for default templates or not.