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Search Results for "Archive"
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Document Archive Document Flow
Physical document lifecycle — archive, checkout, return, progress, handover.
Document Archive Document Flow Document Archive separates a logical active/inactive flag from physical document state . Lifecycle actions run through DocumentLi…Document Archive
Archive taxonomy, retention-ready organization, and module-linked document storage.
Document Archive Archive taxonomy and retention-ready storage. Overview This guide covers document archive workflows in EGKits SaaS V10. Follow the sections bel…CMS Document Flow
Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.
…pages use PageStatus and PageLifecycle (Publish, Unpublish, Archive, Schedule). List-row controls on Pages are icon buttons, not a MudMenu. Hub: Target Document…Security Best Practices
Recommended standards for hardening EGKits tenants, designing roles, managing API keys, and maintaining audit-ready security controls.
…f cannot view other regions unless required. - Use Document Archive retention policies aligned with legal hold requirements. Audit and monitoring 1. Enable Audi…AI Assistant Document Flow
Agent plan and automation proposal Approve/Reject/Execute, plus Functions/Models/Prompts Activate, Deactivate, Test run, Preview, Set as default.
…<summary Conversations</summary Statuses Active, Completed, Archived </details Post-action sync After Approve / Reject / Execute / Activate / Deactivate, grids…ETA Document Flow
Complete lifecycle, statuses, actions, and enablement rules for E-Invoices, E-Receipts, and E-Received Invoices.
…disappear after a short retention window. EGKits therefore archives the official English and Arabic printouts locally as soon as a document is eligible: - Sale…HelpDesk Document Flow
Ticket status machine with Board drag-drop, bulk Assign / Change status, SLA pause, and knowledge-base article statuses.
…Knowledge base article</summary Statuses Draft, Published, Archived <p class="egk-flow-diagram-title" Knowledge base article lifecycle</p KB screens filter by…Legal Document Flow
Legal document/contract/matter/time-entry statuses with Submit and Approve buttons — no MudMenu; contracts use MudSelect status.
…Status Intake, Active, OnHold, Closed, Registered, Billing, Archived Request LegalRequestStatus New, Triaged, Assigned, InProgress, Converted, Closed, Cancelled…Real Estate Document Flow
Lease Renew/Terminate icons, reservation Confirm/Convert, and property/unit statuses — inline buttons, not MudMenu.
…ary Type Statuses --- --- Property Draft, Active, Inactive, Archived Unit Available, Reserved, Leased, UnderMaintenance, Sold, Blocked Project Planning, UnderCo…Target Document Flow
Enterprise document lifecycle, statuses, actions, and UI synchronization across EGKits applications and modules.
…de Covers --- --- CMS Document Flow Page publish / review / archive Mail Document Flow Contact & subscription statuses; outbox notes Newsletter Document Flow Ca…Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
Data Entry Standards Inconsistent master data causes failed imports, broken integrations, duplicate customers, and unreliable financial repo…AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
AI Assistant AI chat, prompt templates, functions, model configuration, and usage analytics. For statuses and Actions (agent plans Approve/R…Accounts Receivable Document Flow
AR invoice, credit note, and payment lifecycles with statuses and actions.
Accounts Receivable Document Flow Customer receivables documents use AR domain statuses. ETA sent e-invoices are a separate compliance track…General Ledger Document Flow
Journal entry lifecycle — Draft, Posted, Voided, Reversed — with batch and period gates.
General Ledger Document Flow Journal entries are the ledger documents other modules post into. Status is enforced on JournalEntry. Batches a…HealthCare Document Flow
Appointment, encounter, orders, claims — statuses via MudSelect edit forms; no MudMenu Approve/Reject Actions.
HealthCare Document Flow Clinical and billing documents use rich status enums mirrored in Blazor (Hc contracts). Status changes go through M…Hospitality Document Flow
Hospitality reservation status as a free-text field, update behavior, and honesty about missing Submit/Approve Actions menus.
Hospitality Document Flow Hospitality does not use a typed reservation status enum . ReservationStatus is a string on reservation, guest-roo…LMS Document Flow
Enrollment Confirm ExtraActions, GradingStatus vs Attempts UI strings, and related LMS status enums — no MudMenu Approve/Reject.
LMS Document Flow LMS enrollments and assessments use typed enums. List rows use ExtraActions (icon buttons), not a MudMenu Submit/Approve/R…Mail Document Flow
Email contact and subscription statuses with explicit UI honesty — outbox is pipeline state, not ETA Approve/Reject Actions.
Mail Document Flow Mail uses contact and subscription status enums for directory reachability. Message outbox state lives on framework email…Newsletter Document Flow
Campaign Draft → Scheduled → Sending → Sent / Cancelled, MudMenu Edit/Delete gates, and send-queue statuses.
Newsletter Document Flow Campaigns use CampaignStatus. The campaigns list has a MudMenu for Edit/Delete (gated by status). Send queue entiti…Services Document Flow
Subscription Activate/Suspend/Resume/Cancel and cancel-at-period-end; subscription invoice statuses — no MudMenu Actions.
Services Document Flow Subscriptions use SubscriptionStatus and invoices use SubscriptionInvoiceStatus. Lifecycle controls are inline button…VMS Document Flow
Vehicle trip and maintenance work-order statuses with Start, Complete, Close, and Cancel actions.
VMS Document Flow Vehicle Management System trips and maintenance work orders use status-gated Actions menus. Hub: Target Document Flow. Ove…Mailbox connectivity, templates, contact directory, and business communication.
Mail Mailbox connectivity, templates, contact directory, and business communication. Contact and subscription statuses are documented in Mai…Vehicle Management
Enterprise fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and GL-integrated cost control.
Vehicle Management Enterprise fleet and transport operations covering vehicles, drivers, trips, live GPS tracking, fuel management, maintena…Login & Access Issues
Diagnostic guide for resolving authentication failures, MFA problems, session timeouts, and permission-denied errors in EGKits SaaS V10.
Login & Access Issues Use this diagnostic guide when users cannot sign in, lose access after password changes, encounter MFA failures, or re…Sync & Integration Errors
Diagnostic guide for API failures, webhook delivery issues, import errors, and third-party system synchronization problems in EGKits SaaS V10.
Sync & Integration Errors This guide helps administrators and integration developers diagnose failures when EGKits exchanges data with exter…Create Your First Invoice
End-to-end scenario tutorial for catalog setup, customer creation, and issuing your first sales invoice in EGKits SaaS V10.
Create Your First Invoice This scenario-based tutorial walks you through the complete order-to-cash path: enabling prerequisites, creating a…Tenant Setup Tutorial
Hands-on tutorial for provisioning a new EGKits tenant, enabling modules, inviting administrators, and validating go-live readiness.
Tenant Setup Tutorial This tutorial guides platform administrators and implementation leads through provisioning a production-ready EGKits t…