Initial setup. Initial setup 1s workflow 8 mail setup

After installing the 1C Document Management 8 configuration, it is of paramount importance to fill in the base for work with the initial data. What to fill in first of all, what data to enter so that the first users can start working? Below is the plan that I acted on, based on the dug up material, and my mistakes.

Initial setup

I drew the basis for the plan on infostar, but launched the system with minimal parameters, with the activation of only the most necessary functions, with the possibility of further expansion. Almost all settings can be found in the NSI section.
Getting Started with 1C Document Management 8

System header.

Trite, but necessary (program settings)

Types of internal documents (Order, Application, etc. - decide on the list)

It is necessary to initially obtain from the customer the types of internal documents, and, preferably, the differentiation of users' work with them

Numerators of internal documents (for each type of documents can be implemented, or in the context of departments)

Find out whether to implement the numbering (prefixes) of documents in the context of departments or types of documents. Accordingly, for each type of document, it will be necessary to have prefixes in advance, before entering them.

Using mail (notifications only or light mail)

I will describe the specifics of using light mail later, but at the initial stage, I would advise you to completely abandon the use of mail, limiting yourself to notifications to the employee's mail. But still, it is worth agreeing in advance which means of interaction will be involved. Do not forget to select a system account and configure connection settings, on the basis of which you can configure mail for other employees.

Enterprise Structure (User Groups)

A well-established managerial hierarchy will be an excellent tool for separating powers and access. But if the functions of various departments intersect, at the first stage it is worth limiting itself to a minimal structure, with its further expansion. Don't follow the rules fanatically if it harms the result.

Document folder structure

The founder of the division of access to documents, since folders carry not only a semantic load, but also restrictions on familiarization and modification with documents. Try to be as detailed as possible in the hierarchy.

File folder structure (Item 8.10 p. 127, Departmental Folders, Shared Files, Personal Folders)

More about personal files, templates and files that will be added manually. If you do not plan to provide such access to users yet, you can skip this point, but still, it is worth starting a Public folder for various needs with access for everyone.

Access group profiles

If there are no specific requirements for the division of labor, it is worth stopping at the starting composition of the profiles. Otherwise, if you want to divide people into those who work only with internal documents, or clerks will work in different types of documents, then it is worth delving into more details and pre-configuring additional profiles.

File templates (a set of basic documents to create), rights to the template folder only to favorites

If an organization plans to use templates for contracts, orders, and other documentation, you can first obtain these templates and set up their processing in the database. But you can get started without it.

Use of the nomenclature of cases (storage of internal documents)

The division into specific cases can be determined immediately. It is also one of the settings sections that determines user access to documents.

After you have clarified these points with the customer and made the appropriate settings for the database, you can allow the workgroup to enter to test the functionality.

Configuration 1C: Document Management supports two main modes of working with mail:

Light mail - involves synchronizing the database with a third-party mail client. That is, the system picks up letters from a given mailbox, and puts its own letters in it for sending. Interaction with the mail client in this case goes through the Internet protocol POP3 or SMTP.
Built-in mail - in this case, the configuration itself acts as a mail client. Works under the MAPI protocol. Only available in CORP version.

Question 08.14 of exam 1C: Document Management Professional. What external mail clients can be used by the program to send and receive mail messages?

Microsoft Outlook
The Bat
Mozilla Thunderbird
Any mail clients using the MAPI protocol
Choices 1, 2, 3 and 4 are correct.

The correct answer is five.

Question 08.02 of exam 1C: Document Management Professional. To configure the use of embedded mail, do the following:

set the "Use Embedded Mail" flag in personal settings.
set the "Use Embedded Mail" flag in the program settings.
in personal settings, click the "Embedded mail settings" button.
options 1, 2 and 3 are correct.
options 1, 2 are correct

The correct answer is the fourth, you need to complete all the steps.

Question 08.03 of exam 1C: Document Management Professional. To configure the use of light mail, you must do the following:

set the "Use mail" flag in the program settings.
set the flag "Use light mail" in personal settings.
in personal settings, click the "Light mail settings" button.
options 2 and 3 are correct.

The correct answer is the fourth. In general, to set up light mail, you need to set the specified checkbox and register the mail profile:

Question 08.05 of exam 1C: Document Management Professional. What types of profiles are available for downloading emails:

SMTP/POP3
Microsoft Outlook
Options 1, 2 and 3 are correct.

The correct answer is the fourth. See screenshot above.

Question 08.06 of exam 1C: Document Management Professional. What types of profiles are available for sending emails:

SMTP/POP3
Microsoft Outlook, The Bat, Mozilla Thunderbird
Choices 1 and 3 are correct
Options 1, 2 and 3 are correct.

The correct answer is five. All options are available:

Question 08.01 of exam 1C: Document Management Professional. In the light mail setup form, you can configure:

the signature that will be added to the text of the letter when creating
sed interoperability file upload option
Option to send EDS in the created letter
profiles for downloading and sending mail
all options are correct.

The correct answer is five. About profiles, see above, and also in the settings, the signature, the choice of digital signature, and the option of interaction with the EDMS are indicated:

Question 08.04 of exam 1C: Document Management Professional.

by the "Download e-mail" command in the "Documents and files" section.
by the "Download email" command in the "Collaborate" section.
automatically scheduled task with an interval of 5 minutes.
automatically by a scheduled task, the interval for downloading mail is configured by the administrator.
options 1 and 4 are correct.

The correct answer is five. There is a registration task, as well as the specified menu:
Question 08.09 of exam 1C: Document Management Professional. After creating documents in the "Download e-mail" processing:

if a POP3/SMTP profile was used, messages in the mailbox are deleted
if the MAPI profile was used, the messages are marked as read
emails in the mailbox are never deleted
options 1 and 2 are correct.
options 2 and 3 are correct

The correct answer is the fourth.

Question 08.11 of exam 1C: Document Management Professional. When sending emails using an external email client:

in the new letter card, you can select the mail profile that should be used when sending.
if the POP3/SMTP profile is used, the "Submit" button is available in the card.
if MAPI, Microsoft Outlook, The Bat, Mozilla Thunderbird profiles are used, then the "Create letter" button is available.
options 2 and 3 are correct.
options 1, 2 and 3 are correct.

The correct answer is five.

Question 08.08 of exam 1C: Document Management Professional. On the command "Create letter":

the letter card opens in the corresponding mail program.
the built-in mail card opens.
a letter is created and sent in the corresponding mail program.

Data analysis and KPIs
Expanding the capabilities of "1C: Document Management CORP" and other programs

Analysis of business processes, tasks and documents from the base "1C: Document Management" and others. Consolidated reporting.

Building and monitoring complex KPIs based on information from various 1C:Enterprise 8 databases

Web client and email 1C

"1C: Document Management CORP" supports multi-user work in a local network or via the Internet, including through web browsers. This allows, for example, to connect clients or employees who are currently out of the office to work.

Any document or file of "1C:Document Management CORP" can be sent by e-mail directly from the program. When sending incoming and outgoing documents, the recipient's postal address is automatically substituted from the address of the corresponding contact person or correspondent.

The program also supports:

Uploading incoming or internal documents,
Automatic binding to the correspondent by mail address,

Registered users can update the program via the Internet.

1C:Document Management CORP mechanisms that are not supported in the web client

Embedded mail

Automatic saving of texts of letters
Displaying employee photos
Auto-selection by the first characters when choosing a recipient in an outgoing letter
Inserting a picture from the clipboard into the text of the letter
Spellchecking

Working with files

In the web client, confirmation is required when performing various actions with files (opening, saving to disk, editing, etc.)
If the extension for working with files is not installed, then when performing basic operations (open, edit, finish editing), you must manually specify where to save (from where to download) the file
Extracting the text of a file on the client
Work with working directory of files (without file extension installed)
Opening files in the program itself (mxl)
Opening files *.dot, *.dotx, *.pot, *.potx, *.xlt, *.xltx, *.ott, *.stw, *.ots, *.stc, *.otp, *.sti
Comparing File Versions
Import files to the list of files and documents
Export file folders
Import file folders
Dragging (drag-n-drop) files from disk to the program
Automatic text extraction (processing)
Automatic image recognition (processing)
Autocomplete *.doc file templates
Bulk Saving Document Files

Configuration 1C: Document Management supports two main modes of working with mail:

Light mail - involves synchronizing the database with a third-party mail client. That is, the system picks up letters from a given mailbox, and puts its own letters in it for sending. Interaction with the mail client in this case goes through the Internet protocol POP3 or SMTP.
Built-in mail - in this case, the configuration itself acts as a mail client. Works under the MAPI protocol. Only available in CORP version.

Question 08.14 of exam 1C: Document Management Professional. What external mail clients can be used by the program to send and receive mail messages?

Microsoft Outlook
The Bat
Mozilla Thunderbird
Any mail clients using the MAPI protocol
Choices 1, 2, 3 and 4 are correct.

The correct answer is five.

Question 08.02 of exam 1C: Document Management Professional. To configure the use of embedded mail, do the following:

set the "Use Embedded Mail" flag in personal settings.
set the "Use Embedded Mail" flag in the program settings.
in personal settings, click the "Embedded mail settings" button.
options 1, 2 and 3 are correct.
options 1, 2 are correct

The correct answer is the fourth, you need to complete all the steps.

Question 08.03 of exam 1C: Document Management Professional. To configure the use of light mail, you must do the following:

set the "Use mail" flag in the program settings.
set the flag "Use light mail" in personal settings.
in personal settings, click the "Light mail settings" button.
options 2 and 3 are correct.

The correct answer is the fourth. In general, to set up light mail, you need to set the specified checkbox and register the mail profile:

Question 08.05 of exam 1C: Document Management Professional. What types of profiles are available for downloading emails:

SMTP/POP3
Microsoft Outlook
Options 1, 2 and 3 are correct.

The correct answer is the fourth. See screenshot above.

Question 08.06 of exam 1C: Document Management Professional. What types of profiles are available for sending emails:

SMTP/POP3
Microsoft Outlook, The Bat, Mozilla Thunderbird
Choices 1 and 3 are correct
Options 1, 2 and 3 are correct.

The correct answer is five. All options are available:

Question 08.01 of exam 1C: Document Management Professional. In the light mail setup form, you can configure:

the signature that will be added to the text of the letter when creating
sed interoperability file upload option
Option to send EDS in the created letter
profiles for downloading and sending mail
all options are correct.

The correct answer is five. About profiles, see above, and also in the settings, the signature, the choice of digital signature, and the option of interaction with the EDMS are indicated:

Question 08.04 of exam 1C: Document Management Professional.

by the "Download e-mail" command in the "Documents and files" section.
by the "Download email" command in the "Collaborate" section.
automatically scheduled task with an interval of 5 minutes.
automatically by a scheduled task, the interval for downloading mail is configured by the administrator.
options 1 and 4 are correct.

if a POP3/SMTP profile was used, messages in the mailbox are deleted
if the MAPI profile was used, the messages are marked as read
emails in the mailbox are never deleted
options 1 and 2 are correct.
options 2 and 3 are correct

The correct answer is the fourth.

Question 08.11 of exam 1C: Document Management Professional. When sending emails using an external email client:

in the new letter card, you can select the mail profile that should be used when sending.
if the POP3/SMTP profile is used, the "Submit" button is available in the card.
if MAPI, Microsoft Outlook, The Bat, Mozilla Thunderbird profiles are used, then the "Create letter" button is available.
options 2 and 3 are correct.
options 1, 2 and 3 are correct.

The correct answer is five.

Question 08.08 of exam 1C: Document Management Professional. On the command "Create letter":

the letter card opens in the corresponding mail program.
the built-in mail card opens.
a letter is created and sent in the corresponding mail program.

Your company has "1C: Document Management" installed. You have already mastered the basic functions, you know how to send letters, attach files, create new folders in your inbox, but you are still far from an advanced level. In this article you will find recommendations for effective work in the program "1C: Document Management 8".

Comments on letters

You can add a comment to each letter, which will help you quickly remember the contents of the letter. You can do it in the field A comment in the letter card (see Fig. 1).

Rice. 1. Adding a comment to an email

Auto-update of the list of letters

You can make it so that the list of letters is automatically updated every 2-3 minutes. To do this, in the context menu of the list of letters there is a command Auto update. In addition, the list of letters can be updated at any time manually by pressing F5.

Letter printing

To print a letter with a header ( Subject, Date, Addressees) use the command Type or the keyboard shortcut Alt-P.

Hotkeys

The use of hot keys will significantly increase the efficiency of work (Tab. 1):

Table 1

Key	Action
	Creates a new letter
	Creates a response email in response to the selected inbox
	Updates the mail list. It is convenient to use if auto-update is not configured, or for urgent updating in case when the interval between auto-updates is long
	Marks all selected emails as read or unread
	Moves selected emails to a folder
	Moves the letter to the trash
	Copies an outgoing email. Useful for resending or sending another email to the same mailing list By the way, the list of outgoing mail recipients can be saved as a distribution group. To do this, in the list of recipients of the letter, use the command of the context menu Add to My Contacts
	Letter printing
	Inserts a text template into the body of an outgoing email.
	Saves the email with all attachments to a directory on disk
	Marks an email for deletion
	Checks spelling in outgoing email

Signatures and text templates

To reduce mail processing time, it is convenient to use text templates. It can be a signature or a frequently used letter text. Text templates are inserted manually using the command Insert - Text template in the card of the outgoing letter.

Signatures can be inserted automatically when creating a new or reply letter. You can also set up signatures through the menu All actions - Mail setup - Letter- field group Signatures (Fig. 2):

Templates for automatic date substitution can be inserted into the signature text (Fig. 3):

Mail on desktop

By default, the 1C:Document Management desktop displays a list of tasks, favorites, busy files, and so on. If you do not use these features, but only work with mail, then set up your desktop so that it contains only a list of letters.

To do this, right-click in the partition area. A context menu will open, in which select the command Desktop setup... The desktop settings form will open, in which:

a. Delete all settings (button delete everything);
b. Add a Form to the Desktop Brief descriptions of letters: Embedded mail.

The desktop after these manipulations will look like in Figure 4. Thus, immediately when you start the program, you will get into the list of letters and not be distracted by anything else.

You can hide the navigation bar and reduce the height of the action bar. And then the desktop will look like in Figure 5.

Those who need even more space can choose a minimalistic option (action bar hidden, section bar height reduced) - see fig. 6.

Sort mail list

By default, emails are sorted by Date- the newest ones are shown at the top. To sort emails by another column, click on the heading of that column (for example, on the heading of the column Flag).

You can sort messages by several columns at once, for example, first by column Flag, then by column date of. To do this, click on the Flag column and then, while holding down the Ctrl key, click on the column Date of.

Quick email reading

To speed up the work, adjust the mail reading area at the bottom or on the right:

below - convenient for conventional monitors;
on the right - convenient for wide monitors.

To configure the reading area, a command is provided with the command All Actions - Show Reading Pane in the mail list. The area for reading letters at the bottom is shown in Fig. 7. The area for reading letters on the right - in fig. 8.

If the reading area is enabled, then you can not waste time opening the card of an incoming letter, but read letters directly from the list.

In addition, you can set up mail so that double-clicking on an incoming letter will create a response (see. Mail settings - List of letters - Action when selecting an incoming letter). This will save even more time when parsing a large number of letters.

Rules for Automatic Mail Parsing

1C:Document Management allows you to set up rules for automatically parsing incoming or outgoing mail. For example, the program itself can:

distribute letters into folders;
set a read mark;
check boxes, etc.

Rules are configured by command All actions - Rules for processing letters. Typically, the following rules are set up:

incoming letters containing SPAM should be placed in the SPAM folder;
when sending a reply email, automatically move the original incoming email to a folder Disassembled;
automatic response (on vacation) - “I'm on vacation from ... to .... I'll answer later.".

The last setting can be done using the following algorithm:

add a message processing rule (in the list of messages All actions - Settings - Rules for processing letters) for an incoming message;
on the bookmark Terms specify a condition Received during the period:– vacation period, say “ From 08/04/2014 to 08/18/2014»;
on the bookmark Actions specify Reply with text: – « I'm on vacation. I'll answer later.' or some other text.
press Ready.

The result is a rule (see Figure 9).

Autosave emails

In "1C: Document Management 8" there is the possibility of autosaving letters in the infobase or on disk. It is convenient to save incomplete outgoing letters in the infobase for further editing. This can be done manually at any time using the Ctrl + S keys or configured All actions - Mail settings - Letter - Save unsent letters every. The optimal interval is at least two minutes.

Autosave emails to disk is enabled by default. At the same time, the program saves a version of the letter every minute in a temporary directory on disk. If "1C: Document Management 8" completed its work abnormally, then when you start the program you will see a list of unsaved letters.

This is configured with a checkbox. Automatically save versions of unsent emails (on disk). You can do this in the following way:

turn on Automatically save versions of unsent messages (on disk);
switch off Save unsent emails every.

Letter search

There are several ways in which you can find the desired letter:

quick search (suitable in almost all cases);
search folders (used for frequently repeated searches);
full-text search (looks for both letters and files).

The quick search is located below the folder list. Just enter the required text and click Enter(see fig. 10).

In addition, a quick search can also search by the text (content) of letters (the "Text" field). Note: only one word can be specified for the search, the search works without regard to morphology.

To exclude sending letters in the TNEF format, it is enough to disable the use of the RTF format when sending correspondence in the mail client settings, choosing HTML or plain text as an alternative. For more complex cases, Microsoft provides users with its help (see http://support.microsoft.com/kb/138053 or http://support.microsoft.com/default.aspx?scid=kb;ru;290809) for prevent the winmail.dat file from being sent to users.

Connecting and setting up mail

To work with 1C:Mail in the internal 1C:Document Management, do the following:

1. enable the use of built-in mail;
2. set up an account.

Enabling Embedded Mail

Go to "1C: Document Management":

to connect with a thin client "1C:Enterprise 8.3" (recommended), make a shortcut on the desktop to "\\filer\Q&A\1cestart.exe" and after launching this shortcut, select "1C:Document Management 8" in the list of available databases;
to connect through a regular browser (Internet Explorer, FireFox or Google Chrome);
use the link http://calypso/a8.

The username is based on the principle Last nameIO, for example "IvanovIP". Password - no password, it is recommended to change it immediately ( Setup and Administration - Change Password).

Enabling mail:

Open mail settings Setup and administration - Personal settings - Work with mail;
Check box Use Embedded Mail;
Uncheck Use light mail;
Do not close this setup window (see Figure 31).