{"id":17812,"date":"2025-06-22T23:50:28","date_gmt":"2025-06-22T21:50:28","guid":{"rendered":"https:\/\/www.helpfordesk.com\/hu\/?post_type=kezikonyv&p=17812"},"modified":"2025-06-23T00:01:19","modified_gmt":"2025-06-22T22:01:19","slug":"iktatas-lepesrol-lepesre","status":"publish","type":"kezikonyv","link":"https:\/\/www.helpfordesk.com\/hu\/kezikonyv\/iktatas-lepesrol-lepesre\/","title":{"rendered":"Iktat\u00e1s l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre"},"content":{"rendered":"

Nem tal\u00e1lhat\u00f3 a megadott nev\u0171 men\u00fc: HandbookEdoc<\/p>\n<\/div><\/div><\/div>

Iktat\u00e1s l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre<\/h3>\n

1. Dokumentum felt\u00f6lt\u00e9se<\/h4>\n

A dokumentumok felt\u00f6lt\u00e9se t\u00f6bbf\u00e9lek\u00e9ppen is t\u00f6rt\u00e9nhet:<\/p>\n

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    E-mail alap\u00fa felt\u00f6lt\u00e9s<\/strong>:
    Minden \u00fcgyf\u00e9lhez tartozik egy alias e-mail c\u00edm (pl. host azonos\u00edt\u00f3<\/code>@helpfordesk.hu<\/code>), amelyet a rendszer indul\u00e1sakor biztos\u00edtunk.
    Ez a c\u00edm k\u00e9s\u0151bb b\u00e1rmikor \u00e1tnevezhet\u0151.
    Ha erre az e-mail c\u00edmre tov\u00e1bb\u00edtanak egy e-mailt mell\u00e9klettel, a csatolt dokumentum automatikusan beker\u00fcl az iktat\u00e1si list\u00e1ba.<\/p>\n<\/li>\n

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    Manu\u00e1lis felt\u00f6lt\u00e9s<\/strong>:
    A \u201eIktat\u00e1s \/ Iratok felt\u00f6lt\u00e9se<\/strong>\u201d men\u00fcponton kereszt\u00fcl a felhaszn\u00e1l\u00f3 k\u00e9zzel is felt\u00f6ltheti a dokumentumokat a rendszerbe.<\/p>\n<\/li>\n<\/ul>\n

    2. Automatikus felismer\u00e9s (OCR, matrica haszn\u00e1lata)<\/h4>\n

    Ha a felt\u00f6lt\u00f6tt dokumentum tartalmazza a rendszer \u00e1ltal el\u0151z\u0151leg kiadott Helpfordesk matric\u00e1t<\/strong> (azonos\u00edt\u00f3 QR-k\u00f3d vagy sorsz\u00e1m), akkor a rendszer automatikusan felismeri \u00e9s beazonos\u00edtja a dokumentumot.<\/p>\n

    3. QR-k\u00f3d haszn\u00e1lata<\/h4>\n

    A dokumentumokhoz QR-k\u00f3d is rendelhet\u0151, amely:<\/p>\n

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      gyorsabb visszakeres\u00e9st tesz lehet\u0151v\u00e9,<\/p>\n<\/li>\n

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      pap\u00edr alap\u00fa dokumentumok eset\u00e9n is biztos\u00edtja a digit\u00e1lis nyomon k\u00f6vethet\u0151s\u00e9get.<\/p>\n<\/li>\n<\/ul>\n

      4. C\u00e9g- \u00e9s partneradatok r\u00f6gz\u00edt\u00e9se<\/h4>\n

      A dokumentumok iktat\u00e1sa el\u0151tt \u00e9rdemes:<\/p>\n

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        a saj\u00e1t c\u00e9gadatokat,<\/p>\n<\/li>\n

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        a partnerlist\u00e1t
        r\u00f6gz\u00edteni a rendszerben.<\/p>\n<\/li>\n<\/ul>\n

        Ezut\u00e1n m\u00e1r a dokumentumok iktat\u00e1sa sor\u00e1n egyszer\u0171en v\u00e1laszthat\u00f3k ki a partnerek a list\u00e1b\u00f3l.<\/p>\n

        5. Iktat\u00e1s<\/h4>\n

        A felt\u00f6lt\u00f6tt dokumentumok ezut\u00e1n iktathat\u00f3k, a rendszer automatikusan hozz\u00e1rendeli:<\/p>\n

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          az iktat\u00f3sz\u00e1mot,<\/p>\n<\/li>\n

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          a partneradatokat,<\/p>\n<\/li>\n

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          a kateg\u00f3ri\u00e1t.<\/p>\n<\/li>\n<\/ul>\n

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          Tipp:<\/strong> Az automatikus feldolgoz\u00e1s \u00e9s az e-mail alap\u00fa iktat\u00e1s bevezet\u00e9s\u00e9vel jelent\u0151sen cs\u00f6kkenthet\u0151 a manu\u00e1lis adatbevitel \u2014 c\u00e9lszer\u0171 a munkat\u00e1rsaknak megosztani a dedik\u00e1lt iktat\u00e1si e-mail c\u00edmet.<\/p>\n

          \n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","class_list":["post-17812","kezikonyv","type-kezikonyv","status-publish","hentry","fejezet-dokumentum-iktato"],"_links":{"self":[{"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/kezikonyv\/17812","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/kezikonyv"}],"about":[{"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/types\/kezikonyv"}],"author":[{"embeddable":true,"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/comments?post=17812"}],"wp:attachment":[{"href":"https:\/\/www.helpfordesk.com\/hu\/wp-json\/wp\/v2\/media?parent=17812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}