{"id":78222,"date":"2018-02-01T22:37:05","date_gmt":"2018-02-01T20:37:05","guid":{"rendered":"https:\/\/www.folderit.com\/?page_id=78222"},"modified":"2026-11-02T11:12:25","modified_gmt":"2026-11-02T09:12:25","slug":"dokumentu-parvaldibas-programmatura-gramatveziem","status":"publish","type":"page","link":"https:\/\/www.folderit.com\/lv\/dokumentu-parvaldibas-programmatura-gramatveziem\/","title":{"rendered":"Dokumentu p\u0101rvald\u012bbas programmat\u016bra gr\u0101matve\u017eiem"},"content":{"rendered":"\n<style>\n.page-id-78222 section.page.narrow{max-width:980px;padding-top:48px;padding-bottom:72px}\n.page-id-78222 section.page>h1{font-size:40px;line-height:1.18;letter-spacing:-.6px;text-align:left;margin:0 0 22px}\n.folderit-accountants-page{color:#383838;font-size:18px;line-height:1.7}\n.folderit-accountants-page p{font-size:18px;line-height:1.7;margin:0 0 18px}\n.folderit-accountants-page .acc-lead{font-size:21px;line-height:1.55;max-width:850px}\n.folderit-accountants-page 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h2{font-size:23px}\n.folderit-accountants-page h3{font-size:18px}\n.folderit-accountants-page .acc-grid{grid-template-columns:minmax(0,1fr);gap:26px}\n.folderit-accountants-page .acc-section{margin-top:32px;padding-top:28px}\n.folderit-accountants-page figure{padding:4px;margin:24px 0!important}\n.folderit-accountants-page .acc-cta{padding:24px 20px}\n.folderit-accountants-page .acc-note{padding:18px}\n.folderit-accountants-page table{font-size:15px}\n.folderit-accountants-page th,.folderit-accountants-page td{padding:12px 10px}\n.folderit-accountants-page th:first-child{width:37%}\n}\n\n.folderit-accountants-page .acc-hero{display:grid;grid-template-columns:minmax(0,1fr) 240px;gap:40px;align-items:start}\n.folderit-accountants-page .acc-hero figure{margin:0!important;padding:0;border:0;background:transparent}\n.folderit-accountants-page .acc-hero img{width:100%;height:auto;border-radius:8px}\n.folderit-accountants-page .acc-method{display:grid;grid-template-columns:190px minmax(0,1fr);gap:28px;padding:24px 0;border-bottom:1px solid #e6e3db}\n.folderit-accountants-page .acc-method:last-child{border:0;padding-bottom:0}\n.folderit-accountants-page .acc-method h3{border-left:3px solid #f3bd36;padding-left:16px}\n.folderit-accountants-page .acc-method p{font-size:17px}\n.folderit-accountants-page .acc-method p:last-child{margin-bottom:0}\n.folderit-accountants-page .acc-steps{list-style:none;padding:0;margin:26px 0;counter-reset:accsteps}\n.folderit-accountants-page .acc-steps li{counter-increment:accsteps;position:relative;padding:0 0 22px 48px;font-size:17px;line-height:1.7}\n.folderit-accountants-page .acc-steps li:before{content:counter(accsteps);position:absolute;left:0;top:0;width:30px;height:30px;border-radius:50%;background:#fff0c4;display:flex;align-items:center;justify-content:center;font-weight:700;font-size:15px}\n.folderit-accountants-page .acc-steps strong{display:block;font-size:18px;margin-bottom:4px}\n@media(max-width:650px){.folderit-accountants-page .acc-hero,.folderit-accountants-page .acc-method{grid-template-columns:minmax(0,1fr);gap:18px}.folderit-accountants-page .acc-hero figure{display:none}.folderit-accountants-page .acc-method{padding:22px 0}.folderit-accountants-page .acc-method h3{margin:0!important}}\n<\/style>\n<div class=\"folderit-accountants-page\">\n<div class=\"acc-hero\"><div><p class=\"acc-lead\">Glab\u0101jiet klientu failus, r\u0113\u0137inu apstiprin\u0101jumus un gada p\u0101rskata sagatavo\u0161anas darba dokumentus vien\u0101 sak\u0101rtot\u0101 dokumentu sist\u0113m\u0101.<\/p>\n<p>Folderit nodro\u0161ina gr\u0101matve\u017eiem vietu, kur apkopot, atrast, p\u0101rskat\u012bt un glab\u0101t darbam nepiecie\u0161amos dokumentus. P\u0101rvaldiet katra klienta piek\u013cuvi, turiet labojumus vienuviet un re\u0123istr\u0113jiet apstiprin\u0101\u0161anas l\u0113mumus kop\u0101 ar failiem.<\/p>\n<p>Izmantojiet to nodok\u013cu dokumentiem, \u010dekiem, darba samaksas ierakstiem, sadarb\u012bbas l\u012bgumiem un rev\u012bzijas pier\u0101d\u012bjumiem, piel\u0101gojot darba pl\u016bsmas un struktur\u0113tos ierakstus sava biroja vajadz\u012bb\u0101m.<\/p>\n<div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/lv\/sazinaties\/\">Piesakieties demonstr\u0101cijai gr\u0101matve\u017eiem<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/lv\/signup\/\">Izm\u0113\u0123iniet Folderit bez maksas<\/a><\/div><\/div>\n<figure><img decoding=\"async\" src=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg\" width=\"900\" height=\"1350\" alt=\"Gr\u0101matvedis str\u0101d\u0101 pie rakst\u0101mgalda\" class=\"wp-image-17332\" fetchpriority=\"high\" srcset=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg 900w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-200x300.jpg 200w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-683x1024.jpg 683w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-768x1152.jpg 768w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-290x435.jpg 290w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-117x175.jpg 117w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-667x1000.jpg 667w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-24x36.jpg 24w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure><\/div>\n<nav class=\"acc-jump\" aria-label=\"\u0160aj\u0101 lap\u0101\"><a href=\"#accounting-collection\">Klientu faili<\/a><a href=\"#accounting-approvals\">R\u0113\u0137inu apstiprin\u0101\u0161ana<\/a><a href=\"#accounting-work\">Mekl\u0113\u0161ana un p\u0101rskat\u012b\u0161ana<\/a><a href=\"#accounting-control\">Dro\u0161\u012bba un glab\u0101\u0161ana<\/a><a href=\"#accounting-questions\">Pl\u0101ni un integr\u0101cijas<\/a><\/nav>\n<section class=\"acc-section\" id=\"accounting-collection\"><h2>Nodro\u0161iniet katram klientam skaidri noteiktu vietu dokumentu iesnieg\u0161anai<\/h2>\n<p>Izveidojiet vienotu strukt\u016bru p\u0113c klienta, finan\u0161u gada un sadarb\u012bbas uzdevuma. Turiet sa\u0146emtos dokumentus atsevi\u0161\u0137i no iek\u0161\u0113jiem darba dokumentiem un gala materi\u0101liem, p\u0113c tam pie\u0161\u0137iriet katram sa\u0146\u0113m\u0113jam piek\u013cuvi vajadz\u012bgajai sada\u013cai.<\/p>\n<div class=\"acc-method\" id=\"h-create-a-secure-client-document-portal\"><h3>Apkopojiet failus klientu map\u0113s<\/h3><div><p>Kop\u012bgojiet iesnieg\u0161anas mapi ar <a href=\"https:\/\/www.folderit.com\/knowledge-base\/access-permission-levels\/\">ties\u012bb\u0101m tikai aug\u0161upiel\u0101d\u0113t<\/a>. Klienti var iesniegt dokumentus, neredzot citu lietot\u0101ju pievienoto saturu. Tas \u013cauj izveidot vienk\u0101r\u0161u dokumentu iesnieg\u0161anas vietu \u010dekiem, p\u0101rskatiem un nodok\u013cu apr\u0113\u0137inu pamatojuma dokumentiem.<\/p><p>Nos\u016bt\u0101majiem dokumentiem izmantojiet Skat\u012bt\u0101ja piek\u013cuvi, ja klientiem at\u013cauta lejupiel\u0101de vai druk\u0101\u0161ana, vai Priek\u0161skat\u012bt\u0101ja piek\u013cuvi, lai nodro\u0161in\u0101tu atbalst\u012btos priek\u0161skat\u012bjumus bez lejupiel\u0101des vad\u012bkl\u0101m. Redi\u0123\u0113\u0161anas ties\u012bbas atst\u0101jiet par darbu atbild\u012bgaj\u0101m person\u0101m.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-receive-accounting-documents-by-email\"><h3>Sa\u0146emiet failus pa e-pastu<\/h3><div><p>Aktiviz\u0113jiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/import-files-over-email\/\">mapei paredz\u0113tu e-pasta adresi<\/a> ien\u0101ko\u0161ajiem pielikumiem no klientiem, skeneriem vai cit\u0101m sist\u0113m\u0101m. S\u016bt\u012bt\u0101jam sa\u0146\u0113m\u0113ja adrese j\u0101ievieto lauk\u0101 Kam vai Kopija, nevis Diskr\u0113t\u0101 kopija. Ikviens, kur\u0161 zina \u0161o adresi, var uz to iesniegt failus, t\u0101p\u0113c kop\u012bgojiet to ar paredz\u0113tajiem s\u016bt\u012bt\u0101jiem.<\/p><p>Turkl\u0101t <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">Folderit Outlook pievienojumprogramma<\/a> \u013cauj j\u016bsu komandai saglab\u0101t atlas\u012btos e-pastus un pielikumus atbilsto\u0161aj\u0101 map\u0113.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-collect-structured-information-with-accounting-eforms\"><h3>Apkopojiet inform\u0101ciju kop\u0101 ar failu<\/h3><div><p>Izmantojiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/eforms\/\">e-veidlapas<\/a> Tailor pl\u0101n\u0101 izdevumu atl\u012bdzin\u0101\u0161anas piepras\u012bjumiem, pieg\u0101d\u0101t\u0101ju piepras\u012bjumiem vai klientu inform\u0101cijas ierakstiem. Iek\u013caujiet laukus p\u0101rskata periodam, atbild\u012bgajam gr\u0101matvedim un pamatojo\u0161ajiem pielikumiem. Oblig\u0101tie lauki pal\u012bdz iesniegt j\u016bsu procesam nepiecie\u0161amo inform\u0101ciju.<\/p><p>Veidlapa izveido mekl\u0113jamu ierakstu. Konfigur\u0113jiet, kur\u0161 to var iesniegt, skat\u012bt un redi\u0123\u0113t, un vajadz\u012bbas gad\u012bjum\u0101 savienojiet to ar apstiprin\u0101\u0161anas darba pl\u016bsmu.<\/p><\/div><\/div>\n<div class=\"acc-note\"><p><strong>Klienta mapju strukt\u016bras piem\u0113rs:<\/strong> Klients \u2192 2026 \u2192 Ien\u0101ko\u0161ie dokumenti \/ Darba dokumenti \/ Apstiprin\u0101tie gala materi\u0101li. Kop\u012bgojiet mapi Ien\u0101ko\u0161ie dokumenti ar klientu, pie\u0161\u0137irot tikai aug\u0161upiel\u0101des ties\u012bbas, Darba dokumenti \u2014 ar nor\u012bkoto komandu, bet Apstiprin\u0101tie gala materi\u0101li \u2014 ar klientu, pie\u0161\u0137irot Viewer ties\u012bbas. Pirms izmantot \u0161o strukt\u016bru konfidenci\u0101liem ierakstiem, p\u0101rbaudiet mantot\u0101s piek\u013cuves ties\u012bbas.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-approvals\"><h2>Virziet r\u0113\u0137inus no sa\u0146em\u0161anas l\u012bdz re\u0123istr\u0113tam l\u0113mumam<\/h2>\n<p>Folderit <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78288\">apstiprin\u0101\u0161anas darba pl\u016bsmas<\/a> var darboties paral\u0113li, sec\u012bgi vai piel\u0101gotos posmos. P\u0101rskat\u012bt\u0101ji var apstiprin\u0101t, noraid\u012bt vai l\u016bgt preciz\u0113jumu, un l\u0113mumi un koment\u0101ri tiek glab\u0101ti darba pl\u016bsmas ierakst\u0101.<\/p>\n<ol class=\"acc-steps\"><li><strong>Ieg\u016bstiet r\u0113\u0137inu un ar to saist\u012bto inform\u0101ciju<\/strong>Aug\u0161upiel\u0101d\u0113jiet vai nos\u016btiet failu pa e-pastu uz sa\u0146em\u0161anas mapi. Pievienojiet pieg\u0101d\u0101t\u0101ju, r\u0113\u0137ina numuru, klientu vai juridisko personu, p\u0101rskata periodu un atbild\u012bgo p\u0101rskat\u012bt\u0101ju k\u0101 metadatus vai apkopojiet tos r\u0113\u0137ina e-veidlap\u0101.<\/li><li><strong>Papildiniet tr\u016bksto\u0161o inform\u0101ciju<\/strong>E-veidlapas ierakstam <a href=\"https:\/\/www.folderit.com\/knowledge-base\/fill-fields-workflows\/\">lauku aizpild\u012b\u0161anas uzdevums<\/a> var l\u016bgt gr\u0101matvedim pirms apstiprin\u0101\u0161anas pievienot pirkuma pas\u016bt\u012bjuma atsauci vai izmaksu centru. Tas atjaunina veidlapas laukus, nevis redi\u0123\u0113 parasta PDF faila metadatus.<\/li><li><strong>Novirziet l\u0113mumu pie\u0146em\u0161anai<\/strong>Nos\u016btiet aizpild\u012bto ierakstu pilnvarotajam apstiprin\u0101t\u0101jam. Tailor pl\u0101n\u0101 konfigur\u0113jiet nosac\u012bjumus un atsevi\u0161\u0137us veiksm\u012bgas izpildes, neveiksmes un noildzes zarus darba pl\u016bsmu veidot\u0101j\u0101. P\u0101rbaudiet katru mar\u0161rutu ar rakstur\u012bgiem iesniegumiem.<\/li><li><strong>Nododiet apstiprin\u0101to darbu n\u0101kamajam procesam<\/strong>Konfigur\u0113jiet sekm\u012bgi pabeigtu darba pl\u016bsmu t\u0101, lai dokuments tiktu p\u0101rvietots uz apstiprin\u0101to vai apstr\u0101dei gatavo dokumentu mapi. Gr\u0101matved\u012bbas ieraksts un maks\u0101jums joproj\u0101m ir darb\u012bbas j\u016bsu gr\u0101matved\u012bbas sist\u0113m\u0101, ja vien neesat konfigur\u0113ju\u0161i un p\u0101rbaud\u012bju\u0161i integr\u0101ciju.<\/li><\/ol>\n<p class=\"acc-small\">\u0160is ir iestat\u012bjumu piem\u0113rs, nevis iepriek\u0161 konfigur\u0113ts kreditoru r\u0113\u0137inu apstr\u0101des pakalpojums. Nosakiet apstiprin\u0101\u0161anas pilnvaras, oblig\u0101tos laukus un iz\u0146\u0113mumu apstr\u0101di atbilsto\u0161i sava biroja proced\u016br\u0101m.<\/p>\n<div class=\"acc-grid\"><div id=\"h-electronic-signatures-for-accounting-documents\"><h3>Apstipriniet un parakstiet sadarb\u012bbas dokumentus<\/h3><p>Nos\u016btiet sadarb\u012bbas l\u012bgumus vai citus dokumentus apstiprin\u0101\u0161anai un p\u0113c tam elektroniskai parakst\u012b\u0161anai. <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78275\">Folderit eSign<\/a> ir iek\u013cauts Tailor pl\u0101n\u0101; cita iesp\u0113ja ir DocuSign integr\u0101cija ar t\u0101s pakalpojuma pras\u012bb\u0101m.<\/p><\/div><div id=\"h-generate-documents-from-templates-and-accounting-data\"><h3>\u0122ener\u0113jiet atk\u0101rtoti izmantojamus klientu dokumentus<\/h3><p>Izmantojiet <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78294\">dokumentu \u0123ener\u0113\u0161anu<\/a>, lai aizpild\u012btu ODT veidni ar e-veidlapas ieraksta v\u0113rt\u012bb\u0101m un izveidotu PDF vai DOCX failu. Sagatavojiet sadarb\u012bbas l\u012bgumus, apliecin\u0101jumus vai titullapas ar vienotu noform\u0113jumu un pirms izsnieg\u0161anas p\u0101rskatiet \u0123ener\u0113to rezult\u0101tu.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-work\"><h2>Atrodiet pier\u0101d\u012bjumus un skaidri nor\u0101diet darba versiju<\/h2>\n<div class=\"acc-grid\"><div id=\"h-find-invoices-tax-records-and-audit-evidence-in-seconds\"><h3>Mekl\u0113jiet ne tikai p\u0113c faila nosaukuma<\/h3><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">Padzi\u013cin\u0101t\u0101 mekl\u0113\u0161ana<\/a> var atrast tekstu atbalst\u012btajos dokumentos un sken\u0113jumos, tostarp PDF, DOCX, PNG un JPG failos. Mekl\u0113jiet pieg\u0101d\u0101t\u0101ja nosaukumu vai atsauci un p\u0113c tam sa\u0161auriniet rezult\u0101tus p\u0113c mapes, datuma vai metadatiem.<\/p><p>OCR precizit\u0101te ir atkar\u012bga no sken\u0113juma kvalit\u0101tes un atlas\u012bt\u0101s valodas. XLSX saturs nav iek\u013cauts OCR satura mekl\u0113\u0161an\u0101, t\u0101p\u0113c izkl\u0101jlap\u0101m izmantojiet saprotamus failu nosaukumus un metadatus.<\/p><\/div><div id=\"h-maintain-complete-document-version-history\"><h3>Saglab\u0101jiet labojumus kop\u0101 ar to v\u0113sturi<\/h3><p>Aug\u0161upiel\u0101d\u0113jiet labojumu k\u0101 <a href=\"https:\/\/www.folderit.com\/knowledge-base\/versioning-file-history\/\">jaunu versiju<\/a> eso\u0161ajam failam. Iepriek\u0161\u0113j\u0101s versijas paliek pieejamas uzzi\u0146ai. Uzdevumu indikatori par\u0101da, uz kuru versiju attiecas apstiprin\u0101jums; agr\u0101kas versijas apstiprin\u0101\u0161ana neapstiprina v\u0113l\u0101k aug\u0161upiel\u0101d\u0113tu versiju.<\/p><p>Izmantojiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/creating-editing-office-documents\/\">Microsoft 365 integr\u0101ciju<\/a>, lai veidotu un redi\u0123\u0113tu atbalst\u012btos Word, Excel un PowerPoint dokumentus; saglab\u0101t\u0101s izmai\u0146as tiek re\u0123istr\u0113tas versiju v\u0113stur\u0113.<\/p><\/div><\/div>\n<table id=\"h-organize-accounting-documents-with-metadata\"><caption>Metadatu piem\u0113rs klienta dokumentu re\u0123istram<\/caption><thead><tr><th scope=\"col\">Lauks<\/th><th scope=\"col\">Piem\u0113rs<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Klients \/ juridisk\u0101 persona<\/th><td>Example Trading Ltd<\/td><\/tr><tr><th scope=\"row\">P\u0101rskata periods<\/th><td>2026. gada 4. ceturksnis<\/td><\/tr><tr><th scope=\"row\">Dokumenta veids<\/th><td>Pieg\u0101d\u0101t\u0101ja r\u0113\u0137ins, bankas konta izraksts, nodok\u013cu apr\u0113\u0137inu darba dokuments<\/td><\/tr><tr><th scope=\"row\">Atsauce<\/th><td>Pieg\u0101d\u0101t\u0101ja r\u0113\u0137ins INV-1048<\/td><\/tr><tr><th scope=\"row\">Atbild\u012bgais gr\u0101matvedis<\/th><td>Sadarb\u012bbas uzdevumam nor\u012bkotais komandas dal\u012bbnieks<\/td><\/tr><\/tbody><\/table>\n<p>Lietojiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">mapju metadatu veidnes<\/a>, lai re\u0123istrs b\u016btu vienots, un att\u0113lojiet noder\u012bgos laukus saraksta kolonn\u0101s. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/document-numbering\/\">Autom\u0101tisk\u0101 dokumentu numer\u0101cija<\/a> var nodro\u0161in\u0101t iek\u0161\u0113ju atsauces numuru; pieg\u0101d\u0101t\u0101ja s\u0101kotn\u0113jo r\u0113\u0137ina numuru glab\u0101jiet atsevi\u0161\u0137\u0101 lauk\u0101.<\/p>\n<div class=\"acc-note\"><p><strong>Gada nosl\u0113guma darbiem:<\/strong> glab\u0101jiet pamatojo\u0161os pier\u0101d\u012bjumus, p\u0101rskatu projektus un gala materi\u0101lus noteikt\u0101s viet\u0101s. Nor\u012bkojiet p\u0101rskat\u012bt\u0101jus, p\u0101rbaudiet apstiprin\u0101\u0161anai iesniegto versiju un izmantojiet atg\u0101din\u0101jumus n\u0101kamajai nepiecie\u0161amajai darb\u012bbai. Metadati apraksta ierakstu; tie pa\u0161i neveic dar\u012bjumu iegr\u0101mato\u0161anu un neapr\u0113\u0137ina atlikumus.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-control\"><h2>P\u0101rvaldiet klientu piek\u013cuvi un sagatavojiet ierakstus p\u0101rbaudei<\/h2>\n<div class=\"acc-grid\"><div id=\"h-protect-confidential-financial-and-client-data\"><h3>Nosakiet piek\u013cuves un pierakst\u012b\u0161an\u0101s noteikumus<\/h3><p>Kop\u012bgojiet noteiktas mapes ar nor\u012bkotiem darbiniekiem un klientu lietot\u0101jiem. Folderit nodro\u0161ina \u0161ifr\u0113tus savienojumus un ar 256 bitu \u0161ifr\u0113\u0161anu aizsarg\u0101tu kr\u0101tuvi. Administratori var piepras\u012bt divfaktoru autentifik\u0101ciju un konfigur\u0113t paro\u013cu noteikumus un IP ierobe\u017eojumus, izmantojot <a href=\"https:\/\/www.folderit.com\/knowledge-base\/security-policy\/\">dro\u0161\u012bbas politiku<\/a>.<\/p><p>Tailor papildina iesp\u0113jas ar detaliz\u0113t\u0101m piek\u013cuves ties\u012bb\u0101m un SSO. Izv\u0113rt\u0113jiet <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78302\">Uzticam\u012bbas centru<\/a> atbilsto\u0161i sava biroja dro\u0161\u012bbas pras\u012bb\u0101m.<\/p><\/div><div id=\"h-audit-preparation\"><h3>Nosakiet auditoriem skaidru p\u0101rbaudes tv\u0113rumu<\/h3><p>Kop\u012bgojiet atlas\u012bt\u0101s pier\u0101d\u012bjumu mapes ar konkr\u0113tiem p\u0101rskat\u012bt\u0101jiem un nosakiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-automatic-expiration\/\">piek\u013cuves der\u012bguma termi\u0146u<\/a>, ja tas nepiecie\u0161ams. Administratori var filtr\u0113t <a href=\"https:\/\/www.folderit.com\/knowledge-base\/audit-log\/\">audit\u0101cijas \u017eurn\u0101lu<\/a> p\u0113c lietot\u0101ja, datuma, tv\u0113ruma vai darb\u012bbas un eksport\u0113t to XLSX, ODS vai CSV form\u0101t\u0101.<\/p><p>Kop\u012bgo\u0161anas at\u013caujas p\u0101rtrauk\u0161ana neatsauc lejupiel\u0101d\u0113t\u0101s kopijas. Beidzot p\u0101rbaudi, p\u0101rbaudiet ar\u012b citus piek\u013cuves ce\u013cus.<\/p><\/div><div id=\"h-automate-retention-of-accounting-records\"><h3>Piem\u0113rojiet savu glab\u0101\u0161anas grafiku<\/h3><p>Medium un Tailor pl\u0101n\u0101 konfigur\u0113jiet <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78242\">glab\u0101\u0161anas automatiz\u0101ciju<\/a> map\u0113m vai atsevi\u0161\u0137iem failiem. Izv\u0113lieties datumu, ar kuru s\u0101kas termi\u0146\u0161, un darb\u012bbu t\u0101 beig\u0101s: arhiv\u0113t map\u0113, p\u0101rvietot uz atkritni vai neatgriezeniski dz\u0113st.<\/p><p>Nosakiet termi\u0146us atbilsto\u0161i savam birojam piem\u0113rojamaj\u0101m pras\u012bb\u0101m, tostarp iz\u0146\u0113mumiem. Viens univers\u0101ls glab\u0101\u0161anas termi\u0146\u0161 nevar aptvert visus klientus, jurisdikcijas un dokumentu veidus.<\/p><\/div><div id=\"h-stay-ahead-of-deadlines-and-outstanding-work\"><h3>Paturiet gaid\u0101mos darbus redzeslok\u0101<\/h3><p>Iestatiet vienreiz\u0113jus vai atk\u0101rtotus <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-up-reminders\/\">atg\u0101din\u0101jumus<\/a> lietot\u0101jiem vai grup\u0101m. Darba pl\u016bsmu uzdevumi ir redzami sa\u0146\u0113m\u0113ju inform\u0101cijas pane\u013cos, savuk\u0101rt <a href=\"https:\/\/www.folderit.com\/knowledge-base\/dashboard-and-reports\/\">administrat\u012bvie p\u0101rskati<\/a> pal\u012bdz p\u0101rskat\u012bt gaido\u0161os apstiprin\u0101jumus, dokumentus ar izpildes termi\u0146u un tuvojo\u0161os glab\u0101\u0161anas termi\u0146u beigas.<\/p><p>P\u0101rskat\u0101 Due Documents tiek izmantoti dokumenta Due Date metadati. Darba pl\u016bsmu izpildes termi\u0146i tiek konfigur\u0113ti atsevi\u0161\u0137i.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section acc-faq\" id=\"accounting-questions\"><h2>Izv\u0113lieties savam birojam piem\u0113rotu risin\u0101jumu<\/h2>\n<details><summary>Vai Folderit aizst\u0101j m\u016bsu gr\u0101matved\u012bbas programmat\u016bru?<\/summary><div><p>Folderit p\u0101rvalda dokumentus, struktur\u0113tos ierakstus un ar tiem saist\u012btos procesus. Virsgr\u0101matu, sal\u012bdzin\u0101\u0161anu, nodok\u013cu apr\u0113\u0137inus un maks\u0101jumus turpiniet veikt \u0161iem uzdevumiem paredz\u0113tajos gr\u0101matved\u012bbas r\u012bkos. Izmantojiet Folderit, lai sak\u0101rtotu pamatojo\u0161os pier\u0101d\u012bjumus un l\u0113mumus.<\/p><\/div><\/details>\n<details><summary>Vai to var savienot ar m\u016bsu gr\u0101matved\u012bbas platformu?<\/summary><div><p>Folderit pied\u0101v\u0101 API un integr\u0101cijas automatiz\u0101cijas platform\u0101s, tostarp Zapier un Make. Darbojo\u0161s savienojums ir atkar\u012bgs no abu sist\u0113mu atbalst\u012btajiem trigeriem un darb\u012bb\u0101m, datu kart\u0113juma un j\u016bsu konfigur\u0101cijas. Izp\u0113tiet <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">integr\u0101cijas iesp\u0113jas<\/a> un pirms pa\u013cau\u0161an\u0101s uz paredz\u0113to datu nodo\u0161anu p\u0101rbaudiet to. Folderit integr\u0101cija Zapier platform\u0101 pa\u0161laik ir publisk\u0101 beta versij\u0101.<\/p><\/div><\/details>\n<details><summary>Kur\u0101 pl\u0101n\u0101 ir iek\u013cautas gr\u0101matved\u012bbas darba pl\u016bsmas?<\/summary><div><p>Medium ietver vienk\u0101r\u0161as apstiprin\u0101\u0161anas un iepaz\u012b\u0161an\u0101s apliecin\u0101juma darba pl\u016bsmas, piel\u0101gotus metadatus, numer\u0101ciju un glab\u0101\u0161anas automatiz\u0101ciju. Tailor pievieno darba pl\u016bsmu veidot\u0101ju, e-veidlapas, Folderit eSign, detaliz\u0113tas piek\u013cuves ties\u012bbas, SSO un API piek\u013cuvi. Pl\u0101nos ir noteikts lietot\u0101ju skaits un kr\u0101tuves apjoms, t\u0101p\u0113c p\u0101rbaudiet <a href=\"https:\/\/www.folderit.com\/lv\/cenas\/\">pa\u0161reiz\u0113j\u0101s cenas<\/a> atbilsto\u0161i savu darbinieku, klientu piek\u013cuves un darba pl\u016bsmu vajadz\u012bb\u0101m.<\/p><\/div><\/details>\n<details><summary>Vai klienti var iesniegt dokumentus bez Folderit konta?<\/summary><div><p>Mapju kop\u012bgo\u0161anai ar konkr\u0113tiem lietot\u0101jiem nepiecie\u0161ams re\u0123istr\u0113ts lietot\u0101js. E-pasta nos\u016bt\u012b\u0161ana uz mapi \u013cauj iesniegt failus uz aktiviz\u0113tu sa\u0146em\u0161anas adresi bez pierakst\u012b\u0161an\u0101s. Publiska kop\u012bgo\u0161anas saite ir at\u0161\u0137ir\u012bgs meh\u0101nisms: ikviens, kuram ir t\u0101s URL, var piek\u013c\u016bt kop\u012bgotajam saturam. Izmantojiet konkr\u0113tus lietot\u0101jus, ja piek\u013cuvei j\u0101b\u016bt atkar\u012bgai no identit\u0101tes.<\/p><\/div><\/details>\n<details><summary>Vai atsevi\u0161\u0137iem uz\u0146\u0113mumiem var b\u016bt sava darba vide?<\/summary><div><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/multiple-business-sub-accounts\/\">Uz\u0146\u0113mumu apak\u0161kontiem<\/a> ir savas sada\u013cas, komandas dal\u012bbnieki, administratori un grupas. Mekl\u0113\u0161ana katr\u0101 apak\u0161kont\u0101 notiek atsevi\u0161\u0137i. Izlemiet, vai klientu mapes vien\u0101 kont\u0101 vai atsevi\u0161\u0137i apak\u0161konti lab\u0101k atbilst j\u016bsu administr\u0113\u0161anas robe\u017e\u0101m.<\/p><\/div><\/details>\n<details><summary>Vai Folderit var mitin\u0101t m\u016bsu pa\u0161u infrastrukt\u016br\u0101?<\/summary><div><p>Papildus m\u0101ko\u0146pakalpojumam ir pieejama ar\u012b <a href=\"https:\/\/www.folderit.com\/lv\/?page_id=78377\">lok\u0101la uzst\u0101d\u012b\u0161ana<\/a>. Pirms izv\u0113laties izvieto\u0161anas veidu, p\u0101rrun\u0101jiet ar Folderit mitin\u0101\u0161anu, ekspluat\u0101cijas pien\u0101kumus un pras\u012bbas atsevi\u0161\u0137ai videi.<\/p><\/div><\/details>\n<\/section>\n<section class=\"acc-cta\" id=\"h-start-managing-accounting-documents-more-efficiently\"><h2>Izm\u0113\u0123iniet vienu klienta darba uzdevumu Folderit sist\u0113m\u0101<\/h2><p>Sagatavojiet klienta mapes paraugu un vienu p\u0101rskat\u012b\u0161anas procesu. M\u0113s par\u0101d\u012bsim, k\u0101 apkopot dokumentus, pie\u0161\u0137irt piek\u013cuvi, re\u0123istr\u0113t l\u0113mumus un v\u0113l\u0101k atkal atrast pier\u0101d\u012bjumus.<\/p><div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/lv\/sazinaties\/\">Piesakieties demonstr\u0101cijai gr\u0101matve\u017eiem<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/lv\/signup\/\">Izm\u0113\u0123iniet Folderit bez maksas<\/a><\/div><\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>P\u0101rvaldiet gr\u0101matved\u012bbas dokumentus ar Folderit: r\u0113\u0137inus, kv\u012btis, atg\u0101din\u0101jumus un klientu failus ar dro\u0161u piek\u013cuvi un mekl\u0113\u0161anu.<\/p>\n","protected":false},"author":19,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-78222","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dokumentu p\u0101rvald\u012bbas programmat\u016bra gr\u0101matve\u017eiem | Folderit<\/title>\n<meta name=\"description\" content=\"P\u0101rvaldiet gr\u0101matved\u012bbas dokumentus ar Folderit: r\u0113\u0137inus, kv\u012btis, atg\u0101din\u0101jumus un klientu failus ar dro\u0161u piek\u013cuvi un mekl\u0113\u0161anu.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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