Before submitting the document you need to fill in the Mandatory fields in each of the Tabs. In this section we will focus on the mandatory fields in the Details tab.
Add a
...
Title
1. On the title field at the top of the Document Details details tab, 1. Tap tap in to the areatitle.
Start entering 2. Enter your text.
23. Click Done When when finished.
Change the
...
To change the status;
Status
1. Click on the status field.
2. Select the status you want.
3. The status field will update accordingly.
Note: you can only change the status according to the permissions set.
Add
...
an Action
...
User by Searching
| Info |
|---|
| Please note that Addressing rules such as distribution rules and forced users who cannot be removed from Action or Info, as well as addressing type configuration - Single or Multiple are all still applicable on the app. |
1
...
2. Click on the + icon in the Action User section.
32. Search for the user you want to add by typing in their name. For Example Alex.
43. Once you find the user you want just tap on his their name.
54. This user will then be added to the Action user section.
65. You can add multiple users this way.
Add an Action User From the Address Book
1. You can also add a new user by tapping on the + icon.
2. This time without searching click on the + icon next to the search bar.
3. You will be shown a list of users grouped by Name or Company.
4. You can scroll through the list of users and add the users you want.
Add
...
an Info
...
User
Follow the same steps as adding an action user above.
Address an Entire Company
You could also add the entire company as a an info user by selecting clicking "Select all All" under the Company grouping.
After adding the mandatory fields you can click Save.
Before submitting the document you need fill in the Mandatory fields in each of the Tabs. In this section we will focus on the mandatory fields in the Details tab.
Add a title
On the title field at the top of the Document Details tab,
1. Tap in to the area.
Start entering text.
2. Click Done When finished.
Change the status
To change the status;
1. Click on the status field.
2. Select the status you want.
3. The status field will update accordingly.
Remove a User from Addressing
Please note that iTWO cx does not allow you to remove any users that are already saved on a document.
Therefore you can only remove newly added users before the document has been saved.
1. Tap on a newly added user.
2. An X icon will be shown next to their name.
3. Tap on the X and the user will be removed.
Another way to remove a user is to:
1. Click on the + sign after adding the new user (eg Alexander Marsh in Info).
2. Click Edit.
3. And go to the Remove Tab.
4. This will list all the users you are allowed to remove.
5. Select the user you want to Remove.
6. Click Remove.
