How Do I Configure a Document Approval?
You can create a Document Approval which can be applied to various parts of the system to ensure compliance. It is important that Document Approvals are implemented into the system so that all required details and information are present, up to date and accurate.
- On the left side menu, click 'Doc. System'.
- Click ‘+ New Document Approval’.
- Enter the Name, and Description.
- Tick the box if the Document Approval is Required, Private or the Expiry is Required.
- Enter the Expiry default number of months.
- Choose the Approval Path and Classification from the dropdown options.
If you select ‘Form’:
- A dropdown will appear below where you must select what kind of document you are going to create
If you select the option ‘Read & Receipt Document’:
- A dropdown option will appear below where you must choose which entity the document belongs to.
If you select ‘People’:
- A dropdown option will appear where you must select the type of document you want to create.
If you select ‘Record':
- A dropdown will appear where you select what kind of document you are going to create.
If you select ‘Digitised Form Filling’:
- A dropdown option will appear where you must select the forms relevant.
- You can insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
- Click 'Save & Submit'.
This is required before you can add Document Approval:
- Set up Approval Paths
- Digitise your Classification Form