{"id":12608,"date":"2022-03-09T10:38:52","date_gmt":"2022-03-09T09:38:52","guid":{"rendered":"https:\/\/my.brandbonsai.com\/?p=12608"},"modified":"2022-10-26T15:35:38","modified_gmt":"2022-10-26T13:35:38","slug":"ako-spravovat-dokumenty-cez-plugin-bonsai-dokumenty","status":"publish","type":"post","link":"https:\/\/brandbonsai.com\/sk\/ako-spravovat-dokumenty-cez-plugin-bonsai-dokumenty\/","title":{"rendered":"Ako spravova\u0165 dokumenty cez plugin Bonsai Dokumenty"},"content":{"rendered":"[vc_row type=“full_width_background“ full_screen_row_position=“middle“ column_margin=“default“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ bg_color=“#ffffff“ scene_position=“center“ top_padding=“6%“ bottom_padding=“6%“ text_color=“dark“ text_align=“left“ row_border_radius=“none“ row_border_radius_applies=“bg“ overflow=“visible“ overlay_strength=“0.3″ gradient_direction=“left_to_right“ shape_divider_position=“bottom“ bg_image_animation=“none“ shape_type=““][vc_column column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ column_position=“default“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ tablet_text_alignment=“default“ phone_text_alignment=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][tabbed_section style=“vertical_scrolling“ tab_color=“Accent-Color“ vs_content_animation=“fade“ vs_link_animation=“opacity“ vs_navigation_alignment=“left“ vs_navigation_width_2=“25%“ vs_navigation_func=“default“ vs_navigation_width=“regular“ vs_navigation_spacing=“25px“ vs_navigation_mobile_display=“visible“ vs_tab_spacing=“20%“ vs_tab_tag=“h5″ vs_cta_style=“see-through“ vs_cta_bg_color=“default“ vs_cta_heading_tag=“h6″][tab icon_family=“none“ title=“Dokumenty“ id=“1655806562647-9″ tab_id=“1655806562648-0″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text]Zverej\u0148ovanie dokumentov sa spravuje v sekcii Dokumenty<\/span>.<\/p>\n

Filtrovanie dokumentov<\/h3>\n

V zozname dokumentov m\u00f4\u017eete zobrazi\u0165 dokumenty iba pre konkr\u00e9tnu kateg\u00f3riu, konkr\u00e9tneho obchodn\u00e9ho partnera, alebo pre konkr\u00e9tny mesiac.<\/p>\n

Radenie dokumentov<\/h3>\n

Dokumenty taktie\u017e m\u00f4\u017eete zoradi\u0165 kliknut\u00edm na n\u00e1zov niektor\u00fdch st\u013apcov. Ke\u010f kliknete na rovnak\u00fd st\u013apec druh\u00fdkr\u00e1t, dokumenty sa zoradia v opa\u010dnom porad\u00ed.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/tab][tab icon_family=“none“ title=“Kateg\u00f3rie dokumentov“ id=“1655806562712-10″ tab_id=“1655806562713-8″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text css=“.vc_custom_1646817878375{padding-right: 10% !important;}“]Kateg\u00f3rie dokumentov m\u00f4\u017eete spravova\u0165 v sekcii Dokumenty -> Kateg\u00f3rie<\/span>.<\/p>\n

Ak by ste chceli niekedy v bud\u00facnosti prida\u0165 nov\u00fa kateg\u00f3riu, nie je to probl\u00e9m.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/tab][tab icon_family=“none“ title=“Obchodn\u00ed partneri“ id=“1655806562751-7″ tab_id=“1655806562751-8″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text css=“.vc_custom_1646817696969{padding-right: 10% !important;}“]Ku ka\u017ed\u00e9mu dokumentu m\u00f4\u017eete priradi\u0165 aj obchodn\u00e9ho partnera.<\/p>\n

Obchodn\u00fdch partnerov m\u00f4\u017eete prid\u00e1va\u0165 a upravova\u0165 v sekcii Dokumenty -> Obchodn\u00ed partneri<\/span>.<\/p>\n

Ka\u017ed\u00fd obchodn\u00fd partner m\u00f4\u017ee obsahova\u0165 n\u00e1zov firmy, adresu firmy a I\u010cO firmy.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/tab][tab icon_family=“none“ title=“Manu\u00e1lne pridanie dokumentu“ id=“1655806562814-10″ tab_id=“1655806562814-2″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text css=“.vc_custom_1653562886399{padding-right: 10% !important;}“]Nov\u00fd dokument m\u00f4\u017eete prida\u0165 manu\u00e1lne kliknut\u00edm na tla\u010didlo Prida\u0165 nov\u00fd dokument<\/span> v zozname dokumentov, alebo m\u00f4\u017eete v menu zvoli\u0165 Dokumenty -> Prida\u0165 novy dokument<\/span>.<\/p>\n

Samotn\u00e9 pridanie dokumentu je jednoduch\u00e9.<\/p>\n

Hore zadajte n\u00e1zov dokumentu.<\/p>\n

V sekcii Detaily o dokumente<\/span> vyberiete kateg\u00f3riu dokumentu, na z\u00e1klade ktorej sa v\u00e1m zobrazia alebo schovaj\u00fa pol\u00ed\u010dka pre dan\u00fd typ dokumentu.<\/p>\n

Vypl\u0148te \u00fadaje, pridajte s\u00fabory a ni\u017e\u0161ie v \u010dasti Popis dokumentu<\/span> zadajte popis dokumentu.<\/p>\n

Vpravo v \u010dasti Publikova\u0165<\/span> m\u00f4\u017eete pr\u00edpadne zmeni\u0165 aj d\u00e1tum publikovania dokumentu.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/tab][tab icon_family=“none“ title=“Hromadn\u00e9 importovanie dokumentov“ id=“1655806562868-3″ tab_id=“1655806562868-1″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text css=“.vc_custom_1653302370509{padding-right: 10% !important;}“]Dokumenty m\u00f4\u017eete hromadne importova\u0165 v \u010dasti Dokumenty -> Import dokumentov<\/span>.<\/p>\n

Tam sta\u010d\u00ed prida\u0165 tabu\u013eku so spr\u00e1vnym form\u00e1tovan\u00edm (viac ni\u017e\u0161ie) a samotn\u00e9 pdf s\u00fabory dokumentov.<\/p>\n

Otestovan\u00e9 m\u00e1me importovanie okolo 10 s\u00faborov naraz a import prebehol bez probl\u00e9mov. M\u00f4\u017eete sk\u00fasi\u0165 aj viac, no neodpor\u00fa\u010dam v\u00e1m naraz importova\u0165 ve\u013ek\u00e9 mno\u017estv\u00e1 dokumentov. \u010c\u00edm viac sa ich bude nahr\u00e1va\u0165 na jedenkr\u00e1t, t\u00fdm v\u00e4\u010d\u0161ia je \u0161anca, \u017ee nahratie nebude \u00faspe\u0161n\u00e9. Ale, syst\u00e9m sme vytvorili tak\u00fdm sp\u00f4sobom, \u017ee je mo\u017en\u00e9 nahra\u0165 rovnak\u00fa tabu\u013eku a s\u00fabory op\u00e4tovne. Tie, ktor\u00e9 u\u017e boli \u00faspe\u0161ne nahran\u00e9, sa nenahraj\u00fa znovu – tak\u017ee sa nestane, \u017ee by sa rovnak\u00e9 dokumenty\/s\u00fabory nahrali dvakr\u00e1t. Nahraj\u00fa sa teda iba tie dokumenty, ktor\u00e9 e\u0161te nahran\u00e9 neboli.<\/p>\n

Ako vytvori\u0165 importovaciu tabu\u013eku<\/h3>\n

Je d\u00f4le\u017eit\u00e9, aby bola importovacia tabu\u013eka v spr\u00e1vnom form\u00e1te. Bohu\u017eia\u013e, nie je mo\u017en\u00e9 importova\u0165 priamo z excelovskej tabu\u013eky, nako\u013eko Excel m\u00e1 problem s k\u00f3dovan\u00edm pri slovensk\u00fdch znakoch. Tabu\u013eky Google Dokumentov s t\u00fdm v\u0161ak probl\u00e9m nemaj\u00fa a preto budeme pou\u017e\u00edva\u0165 tie.<\/p>\n

Postup je nasledovn\u00fd:<\/p>\n

    \n
  1. Otvorte \u0161abl\u00f3nu importovacej tabu\u013eky v Google Dokumentoch<\/a>.<\/li>\n
  2. T\u00fato \u0161abl\u00f3nu ulo\u017ete do v\u00e1\u0161ho Google \u00fa\u010dtu.<\/li>\n
  3. \u0160abl\u00f3nu upravte pod\u013ea uk\u00e1\u017ekov\u00fdch riadkov. Tie samozrejme vyma\u017ete, inak sa taktie\u017e naimportuj\u00fa. D\u00e1ta m\u00f4\u017eete skop\u00edrova\u0165 a vlo\u017ei\u0165 priamo z Excelu. Skratky typov dokladov n\u00e1jdete ni\u017e\u0161ie.<\/li>\n
  4. Poradie st\u013apcov nesmiete meni\u0165, inak import nebude \u00faspe\u0161n\u00fd.<\/li>\n
  5. N\u00e1zvy s\u00faborov musia byt rovnak\u00e9 ako n\u00e1zvy re\u00e1lnych s\u00faborov na va\u0161om po\u010d\u00edta\u010di, ktor\u00e9 budete prid\u00e1va\u0165. Najlep\u0161ie je, ke\u010f n\u00e1zvy nebud\u00fa obsahova\u0165 medzery alebo \u0161peci\u00e1lne znaky.<\/li>\n
  6. Pod jeden „dokument“ je mo\u017en\u00e9 prida\u0165 aj viac s\u00faborov. Tie treba v tabu\u013eke oddeli\u0165 bodko\u010diarkou. Uk\u00e1\u017eku m\u00f4\u017eete vidie\u0165 v prvom riadku \u0161abl\u00f3ny.<\/li>\n
  7. Po pridan\u00ed obsahu tabu\u013eku exportujte cez File -> Download -> Comma-separated values (.csv, current sheet)<\/span>. V sloven\u010dine to bude nie\u010do ako S\u00fabor -> Ulo\u017ei\u0165 -> Hodnoty oddelen\u00e9 \u010diarkami (.csv, aktu\u00e1lny zo\u0161it)<\/span>.<\/li>\n
  8. Tento ulo\u017een\u00fd s\u00fabor potom m\u00f4\u017eete prida\u0165 v prvom kroku importu dokumentov na web str\u00e1nke.<\/li>\n<\/ol>\n[\/vc_column_text]
    <\/i> <\/div>
    Skratky typov dokladov (kateg\u00f3ri\u00ed dokumentov)<\/strong><\/p>\n
      \n
    • Verejn\u00e9 obstar\u00e1vania: VO<\/li>\n
    • Objedn\u00e1vky: OB<\/li>\n
    • Fakt\u00fary: DF<\/li>\n
    • Zmluvy: ZM<\/li>\n
    • V\u00fdro\u010dn\u00e9 spr\u00e1vy: VS<\/li>\n
    • Transparentnos\u0165: TR<\/li>\n
    • Spr\u00e1vy o hospod\u00e1ren\u00ed: SH<\/li>\n<\/ul>\n <\/div>
      <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][\/tab][tab icon_family=“none“ title=“Zobrazenie dokumentov na webe“ id=“1655806562968-9″ tab_id=“1655806562969-3″][vc_row_inner column_margin=“none“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ text_align=“left“ row_position=“default“ row_position_tablet=“inherit“ row_position_phone=“inherit“ overflow=“visible“ pointer_events=“all“][vc_column_inner column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ column_border_radius=“none“ column_link_target=“_self“ gradient_direction=“left_to_right“ overlay_strength=“0.3″ width=“1\/1″ tablet_width_inherit=“default“ animation_type=“default“ bg_image_animation=“none“ border_type=“simple“ column_border_width=“none“ column_border_style=“solid“][vc_column_text css=“.vc_custom_1646818603488{padding-right: 10% !important;}“]Na web str\u00e1nke m\u00f4\u017eu n\u00e1v\u0161tevn\u00edci vyh\u013ead\u00e1va\u0165 dokumenty fulltextovo pod\u013ea n\u00e1zvu dokumentu a popisu, ale aj pod\u013ea intern\u00e9ho \u010d\u00edsla.<\/p>\n

      Dokumenty sa daj\u00fa filtrova\u0165 pod\u013ea dod\u00e1vate\u013eov (obchodn\u00fdch partnerov).<\/p>\n

      Dokumenty sa daj\u00fa zoradi\u0165 pod\u013ea viacer\u00fdch krit\u00e9ri\u00ed.[\/vc_column_text]

      <\/i> <\/div>
      Ako nastavi\u0165, ktor\u00e9 polia sa zobrazia na webe<\/strong><\/p>\n

      V \u00faprave podstr\u00e1nky, na ktorej sa zobrazuje v\u00fdpis dokumentov, kliknite na edit\u00e1ciu elementu Bonsai Dokumenty<\/span>.<\/p>\n

      Formul\u00e1r upravte nasledovne:<\/p>\n

        \n
      • Filter<\/strong>: Zadajte yes<\/span>, ak chcete, aby mali n\u00e1v\u0161tevn\u00edci mo\u017enos\u0165 dokumenty filtrova\u0165, inak zadajte no<\/span>.<\/li>\n
      • Posts per page<\/strong>: Zadajte po\u010det dokumentov, ktor\u00e9 sa zobrazia. Zadajte -1<\/span> pre zobrazenie v\u0161etk\u00fdch dokumentov.<\/li>\n
      • Category<\/strong>: Zadajte ID kateg\u00f3rie, z ktorej chcete zobrazi\u0165 dokumenty. (ID n\u00e1jdete v URL adrese pri edit\u00e1cii konkr\u00e9tnej kateg\u00f3rie dokumentov.)<\/li>\n
      • Partner<\/strong>: Zadajte ID partnera, ktor\u00e9ho dokumenty chcete zobrazi\u0165. (ID n\u00e1jdete v URL adrese pri edit\u00e1cii konkr\u00e9tneho partnera dokumentov.)<\/li>\n
      • Show<\/strong>: Zadajte all<\/span> pre zobrazenie v\u0161etk\u00fdch vlastnost\u00ed dokumentu. Ak chcete zobrazi\u0165 iba niektor\u00e9, zadajte niektor\u00e9 z ni\u017e\u0161ie uveden\u00fdch, oddelen\u00e9 \u010diarkami:\n
          \n
        • title<\/span> – N\u00e1zov dokumentu<\/li>\n
        • description<\/span> – Popis dokumentu<\/li>\n
        • category<\/span> -Kateg\u00f3ria dokumentu<\/li>\n
        • partner<\/span> – Partner dokumentu<\/li>\n
        • value<\/span> – Hodnota dokumentu (zvy\u010dajne suma)<\/li>\n
        • documents<\/span> – PDF a in\u00e9 s\u00fabory patriace k dokumentu<\/li>\n
        • id<\/span> – ID dokumentu<\/li>\n
        • issued<\/span> – D\u00e1tum vystavenie dokumentu<\/li>\n
        • signed<\/span> – D\u00e1tum podp\u00edsania dokumentu (iba pre Zmluvy)<\/li>\n
        • valid<\/span> – D\u00e1tum za\u010diatku platnosti (iba pre Zmluvy)<\/li>\n
        • expired<\/span> – D\u00e1tum konca platnosti (iba pre Zmluvy)<\/li>\n
        • date<\/span> – D\u00e1tum publik\u00e1cie dokumentu<\/li>\n
        • modified<\/span> – D\u00e1tum aktualiz\u00e1cie dokumentu<\/li>\n
        • external_url<\/span> – URL adresa profilu verejn\u00e9ho obstar\u00e1vate\u013ea<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n <\/div>
          <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][\/tab][\/tabbed_section][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"

          [vc_row type=“full_width_background“ full_screen_row_position=“middle“ column_margin=“default“ column_direction=“default“ column_direction_tablet=“default“ column_direction_phone=“default“ bg_color=“#ffffff“ scene_position=“center“ top_padding=“6%“ bottom_padding=“6%“ text_color=“dark“ text_align=“left“ row_border_radius=“none“ row_border_radius_applies=“bg“ overflow=“visible“ overlay_strength=“0.3″ gradient_direction=“left_to_right“ shape_divider_position=“bottom“ bg_image_animation=“none“ shape_type=““][vc_column column_padding=“no-extra-padding“ column_padding_tablet=“inherit“ column_padding_phone=“inherit“ column_padding_position=“all“ column_element_spacing=“default“ background_color_opacity=“1″ background_hover_color_opacity=“1″ column_shadow=“none“ 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