Maarch Enterprise: Guided Tour

Validating and Filing

Login: ttong, Password: maarch

Tony TONG is responsible for customer care, and he redirects mail to his coworkers.

On home page, click on "My mail" to go to the processing basket. It contains the mail recorded by the mail department.

Click on the line of the mail to open the processing form. At the bottom, chose redirect and choose Team 2 : Individuals and Internet (Sabrina SAPORTA) :

Login: ssaporta, password: maarch

Sabrina SAPORTA can now see the document in her "My mail" basket. She can read the notes he wrote for her.

She now has to choose a case to attach the mail to. In the zone "Attach to a folder > Sub-folder", enter the first characters of Eric SPRITZ: Autocompletion will show you available files (contracts for customer SPRITZ).

This done, the document can be validated. It will not be shown in this basket, but will be available as an archive.

Click on Validate to save the document.

The mail is now recorded and the details of the document are displayed.

What you should keep in mind

• Maarch Entreprise has redirection mechanisms based on the organisation of the company. In this Case, Tony TONG is a member of the "employee" group and he can redirect only to departments he is a part of and to sub-departments.
• Baskets are designed to organize document circulation between departments/users. Actions and authorisations for each basket depend of the primary group of the user.
• Document statuses and associated actions are customisable in administration.
• Maarch Entreprise provide file management, with different classification scheme for each type of file. When a document is attached to a file, the compatibility between the document type and the folder type is checked.