This covers the process of despatching documents.
Once document(s) have been authorised you may complete the document despatch process. The despatch process may be initiated by the authoriser (as the next stage within the approval process).
The despatch process may involve inserting signatures, merging, converting word documents to PDF (if required), sending and printing.
You may access the despatch process several ways:
- You may receive a despatch email, from here you may open the despatch task
See: Document despatch emails
- You may despatch the document through document management (using right-click see below)
- document despatch is available as links from outstanding tasks
- document despatch is summarised on the home page.
To complete despatch stage, click "Save Task > mark all as sent and save as completed" to complete the despatch stage.
The document properties will be updated with the user who completes this task.
From Document Management
Once a document has been authorised, authorisers can create a despatch task: