Documents
Review queue
Newly arrived documents to review, oldest first; approve with the expiry date and number, or reject with a reason.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Every day, so customers' jobs don't stall.
Step by step
- 1
Open a document; every view is written to the Access log.
- 2
If it's right, enter the Expiry date and number and click Approve.
- 3
If there's a problem, click Reject and write the reason; it is sent to the customer.
Common mistakes
- Enter the expiry date precisely; renewal reminders are built from it.