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16 Howto Collect Signoffs

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16 Howto Collect Signoffs

  1. 1. How-To: Collect Signoffs This tutorial will show you how to select a list of Signoff Readers who will be required to confirm reading a published document. You will also see how these readers sign-off on a document, and how they view pending/signed documents.
  2. 2. How-To: Collect Signoffs 1) When editing a document, use this link in the Signoffs tab to select users who will be required to sign off. Your address book will open up where you can select individual users or groups. Then enter a statement/question which will be presented to the users at the time of sign-off. Once the document is published, selected users will be notified by email and requested to confirm reading the document.
  3. 3. How-To: Collect Signoffs www.swingsoftware.com 2) If you are required to sign off on a document, a message/link will appear above the navigation tree once you log into the DocPublisher library. The message shows the number of documents that you need to sign off. Click on this message to display all pending documents.
  4. 4. How-To: Collect Signoffs www.swingsoftware.com 3) Now we can see one pending document, which can be immediately opened in the main frame. 4) Once you have read the document, use this this link to sign off on it.
  5. 5. How-To: Collect Signoffs 5) A pop-up window will appear showing the document title and message/question sent by the document owner. Click ‘Confirm’ and the document will be signed off.
  6. 6. How-To: Collect Signoffs 6) You can always see the pending and previously signed documents by using two special document views available above the navigation tree called ‘My sign-off required’ and ‘My previous signoffs’.
  7. 7. <ul><li>What we have done: </li></ul><ul><li>We created a sign-off list and sent out request for read-confirmation. </li></ul><ul><li>We signed-off on a document. </li></ul><ul><li>We saw the special ‘My sign-off required’ and ‘My previous signoffs’ views. </li></ul><ul><li>Still to come... </li></ul><ul><li>Sign-off document statistics and additional actions </li></ul>