How Do I Configure a Document Approval?
You can create a Document Approval, which can be applied to various areas of the system to support compliance. It is important to implement Document Approvals within the system to ensure that all required details and information are complete, 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.
- Select the Approval Path from the dropdown options.
- Select the 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.
- 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