Creating

1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.

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• Draft - Only visible to the person who created the form. Drafts will have the default due date applied.  When a draft is edited after the due has passed, iTWO cx will now automatically update the due date based on the form's default due date configuration.

Example

• • Create and save a form as a draft on 1st of August - due date will be set to 8th of August (the Default due date is 7 days in configuration).
  • Edit the Draft on 10th of August (i.e. after the due date has passed) - the system will automatically update the due date to 17th of August (10+7 days).
  • If you click the issue button on the 10th the due date will automatically be updated to 17th.

• Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.
• Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.
• Cancelled - Used to remove a Draft Form.
• Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.

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