Step by Step documentation

Questions, comments, discussions. Over time certain topics might be moved to their own category.
Post Reply
Schwabenheinz
Posts: 4
Joined: Fri Nov 16, 2018 3:41 pm

Step by Step documentation

Post by Schwabenheinz » Sat Nov 17, 2018 11:40 am

Hello together

are there somewhere step by step tutorials available?

For following cases:

1) pick a document out of watch folder, after then clean the folder,
2) create rules for automatic classifying such documents and place link into different cabinets
Sample: an assurance invoice should be in assurance cabinet and in cabinet invoices

I also still don't know, how to divide a scanned invoice.pdf and a scanned description.pdf

Each tips, hints, links etc. are welcome!
Also would I be happy if I could find some german descriptions, because I am not a native english speaker ;)

Thank you in advance
Heinz

Harvey
Posts: 11
Joined: Tue Oct 30, 2018 12:03 pm

Re: Step by Step documentation

Post by Harvey » Sat Nov 17, 2018 1:19 pm

Heinz,

sorry to only have a 'Me too' here for you, but yes, that is something that sure would be interesting for a new user. Since I play around with Mayan for a few days now I must say that it is hard for me to see through the logic of some of the processes. A Tutorial for a small company / home user explaining some of the basics would be a great help!

BTW I am perfectly willing to do the German translation ;)

Greetings
Harvey

Post Reply