‘Document Details’
The document details are displayed on this page.
- Click
the relevant Edit buttons to edit the document name or add Generic Meta Data (may
not be available)
- Click
the Download button to download a copy of this document onto your PC
- Click
the Email button to e-mail the document link to another user
- Click
the Delete button to delete this document (may not be available)
- Click
the History button to view the transaction history of this document.
- Click
the Check-Out button to check this document out, or the Check-In button to check
the document back in. Note: Other users cannot make updates to a checked-out document.
- Click the Subscribe/
Unsubscribe button to change your subscription status. Subscribing to this document means
that you will receive notifications of any changes to the status of the document, such as
check-outs or updates. Clicking the Unsubscribe button will stop the notifications from being sent
to you.
For authorised users only:
This page displays the document routing details. These
include the collaboration sequence and whether or not this step of the
collaboration process is Active (pending approval) or Done (approved).
To assign a player to a particular role, click the Edit
button next to the role you wish to assign.
Once all the players have been assigned click Begin to start the collaboration process.
An immediate notification will be sent to the first player in the sequence.