{"id":40459,"date":"2026-03-11T18:16:56","date_gmt":"2026-03-11T17:16:56","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-03-11T18:18:02","modified_gmt":"2026-03-11T17:18:02","password":"","slug":"dokumentbegaran","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/dokument\/dokumentbegaran\/","title":{"rendered":"Dokumentbeg\u00e4ran"},"content":{"rendered":"<h1>Vad \u00e4r dokumentbeg\u00e4ran?<\/h1>\n<p>Dokumentbeg\u00e4ran \u00e4r ett till\u00e4gg som finns tillg\u00e4ngligt i Oxceeds dokumentarkiv. Dess prim\u00e4ra anv\u00e4ndningsomr\u00e5de \u00e4r att underl\u00e4tta insamling av dokument fr\u00e5n olika intressenter. Huvudsakliga anv\u00e4ndningsomr\u00e5den:<\/p>\n<ul>\n<li>Revisorer: Samla in n\u00f6dv\u00e4ndiga dokument elektroniskt inf\u00f6r en revision.<\/li>\n<li>Redovisningskonsulter: Effektivisera insamlingen av kvitton och andra underlag fr\u00e5n kunder.<\/li>\n<li>Interna processer: F\u00f6renkla insamling av uppgifter fr\u00e5n anst\u00e4llda eller avdelningar.<\/li>\n<\/ul>\n<h1>S\u00e5 fungerar fl\u00f6det f\u00f6r dokumentbeg\u00e4ran<\/h1>\n<ol>\n<li><strong>Skapa beg\u00e4ran:<\/strong> En administrat\u00f6r skapar en ny dokumentbeg\u00e4ran och definierar sektioner f\u00f6r de filer som ska samlas in.<\/li>\n<li><strong>Skicka beg\u00e4ran:<\/strong> Administrat\u00f6ren skickar beg\u00e4ran till utvalda mottagare.<\/li>\n<li><strong>Mottagarens avisering:<\/strong> Mottagarna f\u00e5r ett e-postmeddelande fr\u00e5n Oxceed med en direktl\u00e4nk till dokumentbeg\u00e4ran.<\/li>\n<li><strong>Ladda upp och l\u00e4mna in:<\/strong> Mottagarna laddar upp en eller flera filer per beg\u00e4rt dokument och l\u00e4mnar sedan in \u00e4rendet.<\/li>\n<li><strong>Administrat\u00f6rens avisering:<\/strong> Administrat\u00f6ren f\u00e5r ett e-postmeddelande n\u00e4r dokumentbeg\u00e4ran har returnerats.<\/li>\n<li><strong>Arkivering:<\/strong> Dokumentbeg\u00e4ran och de insamlade dokumenten sparas i dokumentarkivet och kan laddas ner vid behov.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38495\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Exempel-pa-dokumentbegaran.jpg\" alt=\"\" \/><\/p>\n<h1>Aktivera och skapa en dokumentbeg\u00e4ran<\/h1>\n<p>Dokumentbeg\u00e4ran \u00e4r en till\u00e4ggsfunktion som ni kan aktivera under &#8220;Till\u00e4gg&#8221; i Oxceed.<\/p>\n<p>Steg f\u00f6r att skapa en ny beg\u00e4ran:<\/p>\n<ol>\n<li>Navigera till &#8220;Dokument&#8221; p\u00e5 f\u00f6retagsniv\u00e5.<\/li>\n<li>Klicka p\u00e5 &#8220;\u00d6vriga dokument&#8221;.<\/li>\n<li>V\u00e4lj &#8220;\u00c5tg\u00e4rder&#8221; och sedan &#8220;Dokumentbeg\u00e4ran&#8221;.<\/li>\n<li>V\u00e4lj en systemmall<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38497\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Skapa-en-dokumentbegaran.png\" alt=\"\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38498\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Namn-pa-dokumentbegaran.jpg\" alt=\"\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38499\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Dokumentbegaran-redigering.jpg\" alt=\"\" \/><\/p>\n<h2>Inst\u00e4llningar f\u00f6r dokumentbeg\u00e4ran<\/h2>\n<p>N\u00e4r du skapar beg\u00e4ran finns det flera viktiga f\u00e4lt att fylla i:<\/p>\n<ul>\n<li><strong>Namn:<\/strong> Ett namn som visas i e-postmeddelanden, notiser och dokumentarkivet.<\/li>\n<li><strong>Mottagare:<\/strong> V\u00e4lj vilka anv\u00e4ndare i Oxceed som ska f\u00e5 beg\u00e4ran och l\u00e4mna in dokument.<\/li>\n<li><strong>Period:<\/strong> Ange vilken period dokumentbeg\u00e4ran avser (t.ex. ett kvartal eller halv\u00e5r).<\/li>\n<li><strong>Sista datum:<\/strong> S\u00e4tt ett sista datum f\u00f6r inl\u00e4mning. Automatiska p\u00e5minnelser skickas ut via e-post till mottagare som inte har l\u00e4mnat in i tid.<\/li>\n<li><strong>Avs\u00e4ndare:<\/strong> Fylls automatiskt i med den som skickar beg\u00e4ran.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38500\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Dokumentbegaran-textredigering.jpg\" alt=\"\" \/><\/p>\n<h2>Instruktioner och bilagor<\/h2>\n<p>Under sektionen &#8220;Instruktioner&#8221; kan du ge anvisningar till mottagarna om vad \u00e4rendet g\u00e4ller och vad som f\u00f6rv\u00e4ntas av dem. Du kan \u00e4ven bifoga relevanta filer, till exempel ett kontoutdrag vid kvittoinsamling eller ett uppdragsbrev vid en revision.<\/p>\n<p>Genom att hovra \u00f6ver elementen i dokumentbeg\u00e4ran kan du l\u00e4gga till fler rubriker, filbeg\u00e4ran eller filer.<\/p>\n<ul>\n<li><strong>Filbeg\u00e4ran:<\/strong> F\u00f6r varje filbeg\u00e4ran kan mottagaren ladda upp en eller flera filer. Om du till exempel samlar in kvitton f\u00f6r en hel period kan det r\u00e4cka med en enda filbeg\u00e4ran d\u00e4r mottagaren laddar upp samtliga kvitton.\n<ul>\n<li><strong>Strukturerad insamling:<\/strong> F\u00f6r mer strukturerad insamling kan du l\u00e4gga till en separat beg\u00e4ran f\u00f6r varje enskild fil som ska samlas in.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Beskrivningar:<\/strong> L\u00e4gg till en specifik beskrivning f\u00f6r varje filbeg\u00e4ran f\u00f6r att f\u00f6rtydliga f\u00f6r mottagaren.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38501\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Dokumentbegaran-Revisor.jpg\" alt=\"\" \/><\/p>\n<p>N\u00e4r beg\u00e4ran \u00e4r komplett klickar du p\u00e5 &#8220;Skicka&#8221;. Du har \u00e4ven m\u00f6jlighet att &#8220;Spara utkast&#8221; om du vill forts\u00e4tta redigera senare.<\/p>\n<h1>Mottagarens upplevelse<\/h1>\n<p>N\u00e4r en dokumentbeg\u00e4ran skickas f\u00e5r mottagarna ett automatiskt e-postmeddelande med en direktl\u00e4nk till beg\u00e4ran i Oxceed.<\/p>\n<p>Inl\u00e4mningsprocessen f\u00f6r mottagaren:<\/p>\n<ol>\n<li><strong>Ladda upp filer:<\/strong> Mottagaren kan endast ladda upp filer till de specificerade f\u00f6rfr\u00e5gningarna. Minst en fil m\u00e5ste laddas upp per beg\u00e4ran, men flera filer kan bifogas till samma beg\u00e4ran.<\/li>\n<li><strong>L\u00e4mna in<\/strong>: N\u00e4r alla filer \u00e4r uppladdade klickar mottagaren p\u00e5 &#8220;L\u00e4mna in&#8221;.<\/li>\n<li><strong>Avisering till avs\u00e4ndaren:<\/strong> Avs\u00e4ndaren f\u00e5r ett e-postmeddelande om att dokumentbeg\u00e4ran \u00e4r inl\u00e4mnad, och filerna blir tillg\u00e4ngliga i dokumentarkivet.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38502\" style=\"max-width: 100%; height: auto;\" src=\"https:\/\/oxceed.se\/wp-content\/uploads\/2025\/12\/Dokumentbegaran-mottagarvy.jpg\" alt=\"\" \/><\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Vad \u00e4r dokumentbeg\u00e4ran? Dokumentbeg\u00e4ran \u00e4r ett till\u00e4gg som finns tillg\u00e4ngligt i Oxceeds dokumentarkiv. Dess prim\u00e4ra anv\u00e4ndningsomr\u00e5de \u00e4r att underl\u00e4tta insamling av dokument fr\u00e5n olika intressenter. Huvudsakliga anv\u00e4ndningsomr\u00e5den: Revisorer: Samla in n\u00f6dv\u00e4ndiga dokument elektroniskt inf\u00f6r en revision. Redovisningskonsulter: Effektivisera insamlingen av kvitton och andra underlag fr\u00e5n kunder. Interna processer: F\u00f6renkla insamling av uppgifter fr\u00e5n anst\u00e4llda eller [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"editor_notices":[],"footnotes":""},"doc_category":[1372573,1372578],"doc_tag":[],"class_list":["post-40459","docs","type-docs","status-publish","hentry","doc_category-dokument","doc_category-tillagg"],"acf":[],"year_month":"2026-04","word_count":616,"total_views":"57","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Customer Success team","author_nicename":"customer-success-team","author_url":"https:\/\/oxceed.com\/se\/author\/customer-success-team\/"},"doc_category_info":[{"term_name":"Dokument","term_url":"https:\/\/oxceed.com\/se\/support-category\/dokument\/"},{"term_name":"Till\u00e4gg","term_url":"https:\/\/oxceed.com\/se\/support-category\/tillagg\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dokumentbeg\u00e4ran - Oxceed Sweden<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oxceed.com\/se\/docs\/dokumentbegaran\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dokumentbeg\u00e4ran\" \/>\n<meta property=\"og:description\" content=\"Vad \u00e4r dokumentbeg\u00e4ran? 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