Pantarey Dokumentation
Office 365 Quick Guide
Deutsch
English
Initializing search
Pantarey Dokumentation
Home
Getting started
Getting started
Overview
Quick start
Pantarey as an App
Get to know Pantarey
Interface and navigation
Manage your first data
Create processes
Example: Reorder office supplies
Pantarey for employees
Next steps
Workspace
Workspace
Start Processes
Pending Tasks
Activity
Work Overview
In Progress
Process Explorer Actions
Manage External Tasks
AI assistants (MCP)
AI assistants (MCP)
Overview
Setup
Roles, limits and security
Company & terms
Tools
Dashboards
Dashboards
Overview
KPI Widget
Table
Chart
Kanban
Data List
Start Process
Process Instances
Create Data Object
Time Tracking
Running Timers
Stopwatch
Heatmap
Text
Build processes
Build processes
What is a process and how do I create one myself?
Create a new process
Common process elements (start, tasks, gateways, etc.)
Linking the elements in the sample process
Deploying processes
Activity Input and Output
Result Path
Business Label
Modeling tips
Managing Secrets
BPMN Validation
External User Task
Start Events
Start Events
Webhooks
External App (Polling)
Predefined services
Predefined services
Overview
Parse CSV file into structured data
Read Excel file (xls/xlsx)
Upload file to FTP server
Upload file to SharePoint
Send email from Handlebars template (Microsoft Graph)
Send email (Microsoft Graph)
Hybrid letter status query
Hybrid letter status query (multiple IDs)
Send hybrid letter (Deutsche Post)
Send fax
Query fax status
Create e-invoice (ZUGFeRD)
Complete e-invoice
Calculate invoice amounts
Generate invoice PDF
Map invoice data to ZUGFeRD
Reverse charge (§ 13b) in e-invoices
Create SEPA direct debit file (pain.008)
Send custom HTML emails
Generate PDF from Handlebars template
Merge PDF files
Split PDF
Convert PDF to grayscale
Unzip ZIP file
Bundle files into ZIP
Read PDF metadata
Remove pages from PDF
Extract text from PDF
Extract text from PDF (invoice)
Read document (OCR)
AI: Extract data from OCR
Check whether a file or folder exists on the FTP server
Generate text from Handlebars template
Send documents securely (TeamBeam)
AI: Classify document
AI: Extract structured data
AI: Translate text
AI: Summarize text
AI: Generate keywords
AI: Anonymize text (GDPR)
AI: Assign role (Routing)
AI: Generate text
AI: Query Markdown content
AI: Query JSON content
AI: Extract key-value pairs
HTTP Request (REST)
Date Calculation
Generate Random String
Send Teams Message
Create Calendar Event (Outlook)
Get Linked Data
Get Reverse Linked Data
List All Groups
Get User Groups
Get Group Members
Add User to Group
Remove User from Group
Create data structures
Create data structures
Overview and benefits
Create a new data structure
Define attributes
Dynamic forms
SQL-filtered reference field
Computed fields
Inheritance and hierarchies
Preview field and document name
Permissions & actions
Import and export via JSON schema
Link processes and forms
Working with data and templates
Working with data and templates
Template-functions
Counters
Handlebars Helpers Reference
Templates
Templates
Overview
Update applications
Pantarey guides
Pantarey guides
DSGVO-konformer Dokumentenversand mit TeamBeam
Post digital versenden mit dem DHL Hybridbrief (E-Post)
What's New at Pantarey
Frequently asked questions (FAQ)
Help and support
Share feedback and report bugs
Roadmap and future development
Roadmap and future development
Overview
Current focus
Upcoming features
History and milestones
Deprecations
About Pantarey and further information
About Pantarey and further information
Philosophy
Name and meaning
Market positioning
Sustainability and responsibility
Data protection and security
Technical approach
Office 365 Quick Guide