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Creating
1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.
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- 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.
Type
This is the type of form you are creating. If you decide you do not want to create this form you can click and choose a different form. The form will refresh into the form type you want to create.
Private
If private addressing is set up by your project administrator you can tick this box to ensure only the users listed in Action and Info sections and yourself can view and respond to this form. It is not visible to any other user within any of the companies in the collaborators section.
Classic Form View
Modern Form View
Choose How Collaborators Are Notified
Classic Form View
Clicking on the notification icon allows you to change how the collaborators will be notified.
t means getting notification in the ToDo list
e means getting notification in the Email
- s = SMS
- F = Fax
E = Notification Sent as a Preview Email
- H = By Hand
Modern Form View
Turn Notifications Off
Send Notification to the ToDo List
Send Notification Email
Email this Document
Hand Deliver
Address the Collaborators
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1. Attach any relevant files by drag and drop or select files.
Images display as thumbnails
Enter User Field Details
1. Where User Fields appear on a document, select the appropriate option.
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