Add a Title, Addressing and Status

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.

Add a Action user

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. To add a user to the Action field.

2. Click on the + icon in the Action User section.

3. Search for the user you want to add by typing in their name. For Example Alex.

4. Once you find the user you want just tap on his name.

5. This user will then be added to the Action user section.

6. You can add multiple users this way.

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 a Info user

Follow the same steps as adding an action user above.

You could also add the entire company as a info user by selecting Select 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.