The user, to whom the document is sent for registration is assigned with the registration task. The task name is the subject that was specified when sending the document for registration (fig. 1).
Fig. 1. Registration task
When the executor opens the task the document registration procedure starts (fig. 1).
Or go to registration with arbitrary parameters by clicking the link on the form (fig. 3)
Fig. 3. Selecting the registration option with arbitrary parameters
If you select registration with arbitrary parameters, you have to fill out the registration form where you specify: the docflow, registration office and category (fig. 4). This form is displayed if the document sent for registration may be registered in different document flows, registration offices and categories of the classification scheme, while no registration variants are configured for this document type.
Fig. 4. Form for preparing for document registration
On the registration task form, you can see icons that allow you to perform the following actions with the document:
– open the document via ELMA Agent;
– download the current document version to your computer;
open the document page by clicking on its name.
These buttons are also available on the document registration page (fig. 5).
After filling in all the fields, click Go to registration. The document registration page will open (fig. 5).
If only one set of registration parameters (document flow, registration office, category) is available for the registered document type (e.g. the document type can be registered in only one category and/or only one record card is configured for the document type), then the form for selecting registration variants (fig. 1) will not be displayed. When the registration task executor opens the task, the document registration task will be displayed (fig. 5).
Fig. 5. Document registration form
If the system administrator has added a guide on document registration on the Description tab of the Record Card page in ELMA Designer, then the button will be displayed to the right of the registration task name (fig. 6). Clicking this button will open the web document with the guide on registration of this type of documents.
To learn more about attaching a document with registration guidelines, see the respective Help page.
The document registration form includes the following tabs:
1. Common. This tab contains the document registration form, where you can enter the document registration number if auto numeration is not configured, and change the registration date (the current date is used by default).
2. Records Classification Scheme. This tab displays the document registration parameters in the current records classification scheme of the company (fig. 6). These parameters were selected at the previous step.
If you do not need this form to open, check the Do not show this window again box before closing. The system administrator can also configure this form in Administration – Document Management - "Document Management" section settings – Records Management Settings.
button will be displayed to the right of the registration task name (fig. 6). Clicking this button will open the 
