1) Document Control
Use this function to manage document control versions across various approvers for signature.
Upload the respective template / document for approval.
Fill in the required fields for the document.
Assign the document to a specific individual/s that needs to approve the document version.
Note: You can select multiple people to approve the document if it is needed.
When you are complete, select save. A list of documents will display on the right of your screen in a list format.
You can edit the document information, delete the document, and download the document if it is needed for future reference.
When you are logged in as the person to sign the document, you will receive a bell notification advising you of such.
Navigate to Action Manager and view the document for review.
Select the sign button.
Add your digital signature and select create.
When you have added the signature to the document, select the save document button.
A pop-up message will advise you that the document is signed and approved.
When you are ready to mark the document ready for distribution, navigate to the Document Control menu item.
Select the edit button that displays next to the applicable document.
You can select the “View Approval Agents” to view the approvers and the status of their signature.
Note: At any point, if an approver needs to be added to the selected approves, simply select the “Add Approval User” button. Use the dropdown selection to add the applicable user and they will too be notified of the document to be approved.
When you are ready to mark the document for distribution, select the “Mark for Distribution” button.
Once the document has been marked for distribution, you need to select the users that need to receive the document.
Select the Add button.
Use the dropdown to select the message group.
When you have added the applicable users to receive the document, select the distribute document button.