Presenter: Karoline Lapko Digio & eDigio Presenter: Karoline Lapko

Digio & eDigio Settings Settings controls the directories, update, email for approvals and trash bin.

Digio & eDigio Menu options File – Change Password Control Keys – Ctrl F for Find, Ctrl O –Open, Ctrl Del – Delete, F5 for Refresh etc. Settings: Columns – set up default columns for the user Options – multi-session, show only my documents in my document view, open and auto check out, auto prefill name, date, email address when sending email from outlook to Digio, set the number of documents per screen Connection Manager – Database Connection Admin – User Event Log Password Control Who is logged in Help – Version Control Download to File or Burn Export to excel File – Change Password Control Keys – Ctrl F for Find, Ctrl O –Open, Ctrl Del – Delete, F5 for Refresh etc. Settings: Columns – set up default columns for the user, Options – multi-session, show only my documents in my document view, open and auto check out, auto prefill name, date, email address when sending email from outlook to Digio, set the number of documents per screen Connection Manager – Database Connection Admin – User Event Log Password Control Who is logged in Help – Version Control Download to File or Burn Export to excel

Digio & eDigio Archive Archiving Only one person in the company can archive – the administrator. Set up “restore Document” is for deleted or archived documents – this is controlled in user access. Tip – Prior to archiving, you can burn to cd or download to file.

Digio & eDigio Trash Bin Trash Bin User Access – control who has access to delete and restore documents. In Administrator menu design >Settings – you can control the auto delete documents in Trash Bin after a select number of days.

Digio & eDigio Approvals with notifications -Set up workflow approvals for any document by Category and Type. -Condition using Attributes. Conditions include must include, contains, greater than etc. -Conditions can be “General” or “User” defined. -Allow for multiple approval levels. Have one or multiple users per level. -The order of the approver level defined dictates the approval process. -View the workflow using the bottom at the top right. -You must click apply and then save the workflow. -The workflow tab allows you to view key workflows established by similar conditions. Ex. For supplier invoices you will define the entire workflow in this section. However you will have different workflows depending on the Project Manager and Job. This tab lets you sort the workflow by the attribute to drill into the details related solely to the workflow selected.

Digio & eDigio Notifications -Notifications can be defined by workflow. The user set up allows you to select if the user receives notifications (email) for new or overdue documents. -If a document is denied, it will send back to the previous approver or directly to the user who initial created the document.

Digio & eDigio Pending Documents & Approval History -One the approval process is completed, it will display in ALL documents. Documents under approval do not show up in the main all document view until fully approved. To view status of approval, go to Pending Documents. Right click to view current approver. -There is an approval history report available.

Digio & eDigio Accounts Payable Integration In Accounts Payable, you can scan in or retrieve a file to merge in your AP invoice. In the distribution, you will enter in the allocation. The system will check in Digio Jonas to verify if there is an approval process set up for this. If so, it will route the attached document to the proper approver in Digio. You can set up an email notification for that user informing them that they have a document to approve. Once the document is fully approved in Digio, it will mark it back in Jonas as approved. Once it is approved, you can process a cheque. There is an approval override icon allowing you to override the approval process.

Digio & eDigio New PO Integration In Purchase Order > Files > P.O System Profile, the following standard forms (GJM20AA, GJM20AAA,GJM20A2, GJM20A3, and GJM20DYF) were modified to include Project Manager as an automated document attribute to Digio when Purchase Orders linked to a job are printed.

Digio & eDigio Outlook integration MS Office provides an Add-in for Digio Jonas. This allows you to easily send emails, excel spreadsheets or word documents to Digio Jonas. There is a new feature in Digio that can be set up to prefill the name, email address and date of email as attributes automatically. This is found in Digio in the menu design under Settings. You are required to set up three new attributes in the attribute section – Senders name, Senders email and date of email.

Digio & eDigio eTimesheet & eService Integration You can route documents to eTimesheet and eService. In order to define which documents you would like to automatically send to these applications, you must indicate Published for the Category and Type. This tells the Digio system to read further parameters in eTimesheet and eService to decide whether or not to send these documents. In eService, the system will only send the document to etimesheet if it is marked as published and contains the following attributes: company, subledger and customer code. In eTimesheet, the system will only send the document to etimesheet, if it is published and contains the following attributes: company, payroll code, employee code. If you contain all of these attributes and have marked the document category and type as published, it will automatically route it to eService or eTimesheet.

Digio & eDigio eTimesheet eTimesheet – integration from Jonas Digio. Allows you to route

Digio & eDigio eService Integration eService integration. Your customers can easily view key documents, invoices, statements, reports etc.

Digio & eDigio New Features in V12.3 In U.S Payroll, the standard check form design and other formats are now compatible. Equipment Management compatible with Digio – Magic Search Earnings Statement flag to enables you to automatically send to Digio without printing. Approval History Report and ability to print comments Sorting by full number coding as opposed to first digit In U.S Payroll, the standard check form design; GJV22TAS.P and Std Earning Statement form design; GJV23HG has been modified to be Digio Compatible by changing the form designs to the following Gui forms; GJV22TAS.PZ and GJV23HG. In Digio, an integration has been established to search documents by Equipment Code in Magic Search. Note: A document relationship MUST have the Company and Equipment as an attribute. If your earning statement design supports DIGIO, there is also an option in the Misc Info screen called 'etimesheet/DIGIO' that can be selected to have statement go directly to DIGIO without having to print it In Digio, version 2.3.2.0 a new report called " Approval History" has been added to the Administration > Reports menu. The report shows document approval history based on selected dates including the option to print comments added on the document. In Document Views, when sorting a column with an Attribute type 'Numeric', the data was being sorted only by the first digit of the string. Modified the program to sort numeric data as an entire number.

Digio & eDigio eDigio The eDigio module is an online document storage system developed for Construction Clients as an Add on to Desktop Digio. eDigio allow users to log in remotely from a web browser to Add new documents, Delete documents, View Documents and email documents. With access to these files from anywhere, users can Approve documents based on workflows from Digio, deny documents and pend documents. When users need to find documents, the ability to search becomes easy for any document based on its properties to find all related documents. Note: The Administrative functions will still remain as part of Desktop Digio and will not be accessible via eDigio. eDigio requires the installation of Desktop Digio Version 12.3.