User Permissions: Setting up document authorisation

Enabling the software:

From Manage Static Data-> Document Settings tick Document Authorisation Options

Setting up security permissions:

From Manage Static Data-> Job Security Settings you will need to adjust the settings for each security role on what rights user has in the Documents Group

Authorisation:

When Document Authoirisation is enabled, when you run a document wizard you will be given an option to:

• Authorise
• Request Authorisation or
• Review
  
  

The document authorisation page will populate based on the rights you have been granted.

If you have Authorise rights, the "Authorised" button is ticked automatically. The list of users represents other users that you may want to request to despatch the document.

If you do not have Authorise rights, then the "Request Authorisation" button is ticked and a list of users that have authorisation rights will appear in the left hand column:

Requesting Authorisation:

Provided you have:

• the "Request Authorisation" button highlighted and
• tick a user to authorise
  
  

an email will be created and sent to the recipient notifying them they have a document to review or authorise. A document approval task will be created with a link to the document. You can view the document authorisation from the task.

There is a link to the task in the email.

Below articles will assist with how to authorise documents once the above is setup.

Document authorisation and review

Document authorisation and electronic message

Reviewing documents, requesting authorisation and approval