{"id":2865,"date":"2026-07-29T08:57:47","date_gmt":"2026-07-29T08:57:47","guid":{"rendered":"https:\/\/viaspaces.com\/?post_type=docs&p=2865"},"modified":"2026-09-17T08:43:03","modified_gmt":"2026-09-17T08:43:03","password":"","slug":"other-features","status":"publish","type":"docs","link":"https:\/\/viaspaces.com\/sk\/Documentation\/other-features\/","title":{"rendered":"\u010eal\u0161ie funkcie"},"content":{"rendered":"

V tomto dokumente pomocn\u00edka s\u00fa op\u00edsan\u00e9 akcie a n\u00e1stroje, ktor\u00e9 podporuj\u00fa pr\u00e1cu s dokumentmi mimo ich vytv\u00e1rania a odosielania \u2013 odvolanie, odstr\u00e1nenie, K\u00f4\u0161, export, nahr\u00e1vanie, pripomienky a hromadn\u00e9 kop\u00edrovanie.<\/p>\n\n\n\n

Tieto funkcie sa vz\u0165ahuj\u00fa na dokumenty, ktor\u00e9 sa u\u017e nach\u00e1dzaj\u00fa v \u00fa\u010dte. Zah\u0155\u0148aj\u00fa stiahnutie odoslan\u00e9ho dokumentu, odstr\u00e1nenie a obnovenie dokumentov, export, import extern\u00fdch s\u00faborov, nastavenie pripomienok a hromadn\u00e9 kop\u00edrovanie dokumentu.<\/p>\n\n\n\n

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Odvolanie<\/h2>\n\n\n\n

Funkcia Odvola\u0165 vr\u00e1ti odoslan\u00fd dokument pred jeho schv\u00e1len\u00edm sp\u00e4\u0165 do stavu Koncept<\/strong>, aby ho bolo mo\u017en\u00e9 opravi\u0165 alebo zru\u0161i\u0165. Je dostupn\u00e1 odosielate\u013eovi pri dokumentoch doru\u010den\u00fdch prostredn\u00edctvom ViaSpaces.com alebo sp\u00f4sobom \u201ePodpis osobne\u201c a spravuje sa v\u00fdlu\u010dne na strane odosielate\u013ea. Po odvolan\u00ed sa dokument op\u00e4\u0165 nach\u00e1dza v stave konceptu a je mo\u017en\u00e9 ho upravi\u0165 a znova odosla\u0165.<\/p>\n\n\n\n

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\"\"<\/figure>\n\n\n\n
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\"\"<\/figure>\n\n\n\n
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Odstr\u00e1nenie<\/h2>\n\n\n\n

Koncept odstr\u00e1nite pomocou mo\u017enosti Odstr\u00e1ni\u0165 koncept<\/strong> a dokon\u010den\u00fd dokument pomocou mo\u017enosti Odstr\u00e1ni\u0165 dokon\u010den\u00fd dokument<\/strong>. Odstr\u00e1nen\u00fd dokument sa presunie do Ko\u0161a<\/strong>, odkia\u013e ho mo\u017eno obnovi\u0165. K\u00fdm sa dokument nach\u00e1dza v Ko\u0161i, nie je odstr\u00e1nen\u00fd natrvalo.<\/p>\n\n\n\n

<\/div>\n\n\n\n

K\u00f4\u0161<\/h2>\n\n\n\n

K\u00f4\u0161<\/strong>, ktor\u00fd otvor\u00edte z bo\u010dn\u00e9ho panela, zobrazuje odstr\u00e1nen\u00e9 dokumenty spolu s ich stavom, podtypom, d\u00e1tumom, hodnotou a smerom (Odch\u00e1dzaj\u00face<\/strong> alebo Prich\u00e1dzaj\u00face<\/strong>). Pomocou Filtra<\/strong> m\u00f4\u017eete zoznam z\u00fa\u017ei\u0165.<\/p>\n\n\n\n

Ka\u017ed\u00fd riadok pon\u00faka nasleduj\u00face akcie:<\/p>\n\n\n\n

    \n
  • Obnovi\u0165<\/strong> \u2014 vr\u00e1ti dokument na jeho p\u00f4vodn\u00e9 miesto.<\/li>\n\n\n\n
  • Hist\u00f3ria<\/strong> \u2014 zobraz\u00ed z\u00e1znam vykonan\u00fdch akci\u00ed dokumentu.<\/li>\n\n\n\n
  • Odstr\u00e1ni\u0165<\/strong> \u2014 odstr\u00e1ni dokument.<\/li>\n<\/ul>\n\n\n\n
    <\/div>\n\n\n\n
    <\/div>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    Export<\/h2>\n\n\n\n

    Export umo\u017e\u0148uje ulo\u017ei\u0165 dokumenty z Dashboardu do s\u00faboru. Funkcia Exportova\u0165 dokumenty<\/strong> zabal\u00ed dokumenty priamo do ZIP s\u00faboru a n\u00e1sledne vyzve na v\u00fdber prie\u010dinka na ulo\u017eenie. Export zah\u0155\u0148a dokumenty aktu\u00e1lne zobrazen\u00e9 pou\u017e\u00edvate\u013eovi, teda iba tie, ktor\u00e9 zodpovedaj\u00fa pou\u017eit\u00e9mu filtru.<\/p>\n\n\n\n

    Mo\u017enosti exportu:<\/p>\n\n\n\n

      \n
    • Exportova\u0165 dokumenty<\/strong> \u2014 dokumenty vo form\u00e1te ZIP.<\/li>\n\n\n\n
    • Exportova\u0165 dokumenty s pr\u00edlohami<\/strong> \u2014 dokumenty spolu s ich pr\u00edlohami.<\/li>\n\n\n\n
    • Exportova\u0165 do .csv<\/strong> \u2014 \u00fadaje dokumentov vo form\u00e1te .csv.<\/li>\n<\/ul>\n\n\n\n
      <\/div>\n\n\n\n
      \n
      \"\"<\/figure>\n\n\n\n

      Pozn\u00e1mka:<\/strong> Export zoh\u013ead\u0148uje akt\u00edvny filter. Exportuj\u00fa sa iba vyfiltrovan\u00e9 dokumenty. Export sa sp\u00fa\u0161\u0165a z Dashboardu; \u010fal\u0161ie inform\u00e1cie n\u00e1jdete na str\u00e1nke \u201ePreh\u013ead a navig\u00e1cia\u201c.<\/p>\n<\/div>\n\n\n\n

      <\/div>\n\n\n\n

      Nahra\u0165 dokument<\/h2>\n\n\n\n

      Funkcia \u201eNahra\u0165 dokument\u201c umo\u017e\u0148uje importova\u0165 extern\u00e9 s\u00fabory ako dokumenty do \u00fa\u010dtu. Otvor\u00edte ju cez ponuku Nov\u00e9<\/strong>.<\/p>\n\n\n\n

        \n
      1. Kliknite do oblasti na nahr\u00e1vanie alebo do nej s\u00fabory presu\u0148te met\u00f3dou drag-and-drop. Nahra\u0165 m\u00f4\u017eete a\u017e 20 s\u00faborov<\/strong>, pri\u010dom ka\u017ed\u00fd mus\u00ed ma\u0165 menej ako 100 MB<\/strong> a by\u0165 vo form\u00e1te .PDF, .PNG, .JPG alebo .JPEG<\/strong>.<\/li>\n\n\n\n
      2. Kliknite na Nahra\u0165<\/strong>.<\/li>\n\n\n\n
      3. Pri ka\u017edom s\u00fabore dopl\u0148te \u00fadaje dokumentu.<\/li>\n\n\n\n
      4. Kliknite na Odosla\u0165<\/strong>.<\/li>\n<\/ol>\n\n\n\n

        Panel s podrobnos\u0165ami obsahuje:<\/p>\n\n\n\n

          \n
        • Vybra\u0165 predvyplnenie<\/strong> \u2014 pou\u017eije ulo\u017een\u00e9 predvyplnenie; pomocou Vytvori\u0165 nov\u00e9<\/strong> m\u00f4\u017eete vytvori\u0165 nov\u00e9. Pou\u017ei\u0165 na v\u0161etky<\/strong> pou\u017eije rovnak\u00e9 nastavenia pre v\u0161etky nahran\u00e9 s\u00fabory.<\/li>\n\n\n\n
        • Prida\u0165 do pracovn\u00e9ho priestoru<\/strong> \u2014 prirad\u00ed dokument k pracovn\u00e9mu priestoru.<\/li>\n\n\n\n
        • D\u00e1tum dokumentu<\/strong>, Predmet<\/strong>, Koment\u00e1re<\/strong>.<\/li>\n\n\n\n
        • Hodnota dokumentu<\/strong>, Dane<\/strong>, Bez dane<\/strong>, Mena<\/strong>.<\/li>\n\n\n\n
        • Obchodn\u00fd partner<\/strong>, Prich\u00e1dzaj\u00faci \/ Odch\u00e1dzaj\u00faci<\/strong> (Prich\u00e1dzaj\u00faci alebo Odch\u00e1dzaj\u00faci), \u010c\u00edslo dokumentu<\/strong>, Referencia<\/strong>.<\/li>\n\n\n\n
        • Typ dokumentu<\/strong> a Podtyp dokumentu<\/strong>.<\/li>\n\n\n\n
        • Dodato\u010dn\u00e9 inform\u00e1cie<\/strong> \u2014 \u010c\u00edslo pr\u00edpadu, \u010c\u00edslo d\u00e1vky, Poistn\u00e1 zmluva, \u010c\u00edslo z\u00e1sielky, Obchodn\u00e9 \u010d\u00edslo, \u010c\u00edslo certifik\u00e1tu, D\u00e1tum vypr\u0161ania, D\u00e1tum splatnosti, Platn\u00e9 od, Platn\u00e9 do.<\/li>\n<\/ul>\n\n\n\n

          Prida\u0165 \u010fal\u0161ie dokumenty<\/strong> prid\u00e1 do rovnak\u00e9ho nahr\u00e1vania \u010fal\u0161ie s\u00fabory. Viacero s\u00faborov je mo\u017en\u00e9 nahra\u0165 spolo\u010dne ako d\u00e1vku.<\/p>\n\n\n\n

          <\/div>\n\n\n\n
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          Pripomienky<\/h2>\n\n\n\n

          Pripomienka prirad\u00ed k dokumentu \u00falohu s term\u00ednom. Vytvori\u0165 ju m\u00f4\u017eete pomocou mo\u017enosti Pripomienka<\/strong> v dokumente alebo cez Vytvori\u0165 pripomienku<\/strong> na domovskej str\u00e1nke.<\/p>\n\n\n\n

            \n
          1. Zadajte Predmet<\/strong>.<\/li>\n\n\n\n
          2. Pridajte Koment\u00e1re<\/strong>.<\/li>\n\n\n\n
          3. Vyberte Pripomienku pre pou\u017e\u00edvate\u013eov<\/strong>.<\/li>\n\n\n\n
          4. Nastavte Term\u00edn<\/strong>.<\/li>\n\n\n\n
          5. Nastavte prep\u00edna\u010d Otvoren\u00e9<\/strong>.<\/li>\n\n\n\n
          6. Kliknite na Potvrdi\u0165<\/strong>.<\/li>\n<\/ol>\n\n\n\n

            Pripomienky sa zobrazuj\u00fa v \u010dasti Moje pripomienky<\/strong> na domovskej str\u00e1nke aj na str\u00e1nke Pripomienky. Ak pripomienku prirad\u00edte in\u00e9mu pou\u017e\u00edvate\u013eovi, dan\u00fd pou\u017e\u00edvate\u013e dostane notifik\u00e1ciu o \u00falohe.<\/p>\n\n\n\n

            <\/div>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            <\/div>\n\n\n\n

            Hromadn\u00e9 kop\u00edrovanie<\/h2>\n\n\n\n

            Hromadn\u00e9 kop\u00edrovanie vytv\u00e1ra s\u00e9riu k\u00f3pi\u00ed dokumentu pod\u013ea nastaven\u00e9ho harmonogramu. T\u00e1to funkcia je vhodn\u00e1 pre pravidelne sa opakuj\u00face dokumenty, napr\u00edklad opakovan\u00e9 fakt\u00fary. Otvor\u00edte ju cez ponuku Viac alebo N\u00e1sledn\u00e9 spracovanie.<\/p>\n\n\n\n

            Dial\u00f3g v\u00e1s prevedie jednotliv\u00fdmi krokmi:<\/p>\n\n\n\n

              \n
            1. D\u00e1tum za\u010diatku a po\u010det<\/strong> \u2014 nastavte D\u00e1tum prv\u00e9ho dokumentu<\/strong>, Interval<\/strong> (napr\u00edklad ka\u017ed\u00fd 1 mesiac) a Pravidlo ukon\u010denia<\/strong>: bu\u010f D\u00e1tum ukon\u010denia<\/strong>, alebo Po\u010det dokumentov<\/strong>.<\/li>\n\n\n\n
            2. \u010c\u00edslo dokumentu a platnos\u0165<\/strong> \u2014 pri polo\u017eke \u010c\u00edslo dokumentu<\/strong> nastavte, \u010di sa \u010d\u00edslo prirad\u00ed okam\u017eite pomocou mo\u017enosti Priradi\u0165 teraz<\/strong>, alebo a\u017e pri odoslan\u00ed dokumentu, a nastavte Platn\u00e9 od<\/strong> vo vz\u0165ahu k d\u00e1tumu dokumentu. Tabu\u013eka N\u00e1h\u013ead dokumentov<\/strong> zobrazuje vytvoren\u00e9 k\u00f3pie spolu s d\u00e1tumom vytvorenia, \u010d\u00edslom dokumentu, hodnotou dokumentu, menou a d\u00e1tumom Platn\u00e9 od.<\/li>\n\n\n\n
            3. Akcia<\/strong> \u2014 vyberte, \u010do sa m\u00e1 vykona\u0165 s ka\u017edou k\u00f3piou: Ulo\u017ei\u0165 ako koncept<\/strong>, Napl\u00e1nova\u0165 na schv\u00e1lenie<\/strong>, Napl\u00e1nova\u0165 na odoslanie<\/strong> alebo Odosla\u0165 teraz<\/strong>. Pri pl\u00e1novanom schv\u00e1len\u00ed alebo odoslan\u00ed nastavte schva\u013eovate\u013eov a d\u00e1tum odoslania.<\/li>\n\n\n\n
            4. Potvrdenie<\/strong> \u2014 skontrolujte zdrojov\u00fd dokument a nastaven\u00e9 parametre a n\u00e1sledne kliknite na Potvrdi\u0165 a vytvori\u0165<\/strong>.<\/li>\n<\/ol>\n\n\n\n

              Ka\u017ed\u00e1 k\u00f3pia sa vytvor\u00ed s vlastn\u00fdm \u010d\u00edslom dokumentu a d\u00e1tumami platnosti pod\u013ea zvolen\u00fdch nastaven\u00ed.<\/p>\n\n\n\n

              <\/div>\n\n\n\n
              <\/div>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
              <\/div>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
              <\/div>\n\n\n\n

              Kop\u00edrovanie<\/h2>\n\n\n\n

              Funkcia Kop\u00edrova\u0165 vytvor\u00ed jednu k\u00f3piu dokumentu. Je dostupn\u00e1 v ponuk\u00e1ch Viac a N\u00e1sledn\u00e9 spracovanie dan\u00e9ho dokumentu.<\/p>\n\n\n\n

              <\/div>","protected":false},"excerpt":{"rendered":"

              In this help doc: the actions and tools that support documents outside creating and sending them \u2014 recall, delete, the Bin, export, upload, reminders, and mass copy. These functions apply to documents already in the account. They cover withdrawing a sent document, removing and restoring documents, exporting, importing external files, setting reminders, and copying a […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"iawp_total_views":18,"footnotes":""},"doc_category":[59],"glossaries":[],"doc_tag":[],"class_list":["post-2865","docs","type-docs","status-publish","hentry","doc_category-documentation"],"year_month":"2026-09","word_count":726,"total_views":"38","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Veronika Nedecka","author_nicename":"veronika-nedecka","author_url":"https:\/\/viaspaces.com\/sk\/author\/veronika-nedecka\/"},"doc_category_info":[{"term_name":"Documentation","term_url":"https:\/\/viaspaces.com\/sk\/docs-category\/documentation\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/comments?post=2865"}],"version-history":[{"count":7,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2865\/revisions"}],"predecessor-version":[{"id":3230,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2865\/revisions\/3230"}],"wp:attachment":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/media?parent=2865"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_category?post=2865"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/glossaries?post=2865"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_tag?post=2865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}