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 Details tab
Add a title
On the title field at the top of the Document Details tab,
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2. Click Done When finished.
Change the status
To change the status;
1. Click on the status field.
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3. The status field will update accordingly.
Add a Action user
| Info |
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| 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. |
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4. You can scroll through the list of users and add the users you want.
Add a Info user
Follow the same steps as adding an action user above.
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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,
...
2. Click Done When finished.
Change the status
To change the status;
1. Click on the status field.
...