Complete Action 'For Publishing'

"Workflow Manager" allows users the ability to complete their incomplete For Publishing actions by publishing documents as revisions.

 

1. Open placeholder by clicking on its Doc Ref

 

2. Click on your action For Publishing in the LH panel.

 

 

3. Click on

 

4. Click on  Add Files

 

5. Select File for upload

 

 

5. Click on Open

 

6. Click on  Enter Document Details

 

7. Enter any additional document details for the file and select a status

 

 

 Doc Ref, Rev, Doc Title, Purpose of Issue will be populated with data entered when placeholder was created

 

8. Click on Start Upload

 

9. Click on OK to confirm

 

10. Select Company or Distribution Groups from the top drop down menu

 

 

11. Once a Group or Company have been selected, the appropriate individuals will appear.  Select individuals to receive file/s by clicking on their name/s

 

 Users may multiple select by using their Shift or Ctrl key

 

12. Click on Add to Distribution List to confirm selection

 

 

13. Select Action Required, Respond By time & enter Action Notes for each individual where necessary

 

 Click on the  icon to select Respond By time

 

14. Click on Distribute to send

 Confirmation for uploading will appear

 Audit History will track that the action was completed.

 

 

Useful Links:

Publish Document Revisions to Placeholders