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Version: 2.2.0

Create new document

Creation Date: June 26, 2023
Created By: VNPT eContract's team

Create a new document by uploading a file​

tip
  • The system supports document files in the following formats: .pdf and .docx
  • Maximum file size allowed for upload: <20 MB

1. Upload the document file and fill in the required document information​

Required fields when creating a new document:

  • Document type
  • Department
  • Document no (you can use the auto-generate feature)
  • Document title (you can use the auto-generate feature)

And some optional fields you can add:

  • Process expiry date
  • Customer management information:
    • Customer code,
    • Customer information,
    • Contract value,
    • Contract validity period,
    • Description
  • Select related documents
  • Add attachments file

Upload document file

2. Add document processing workflow​

There are two ways to add a document processing workflow:

  1. Using a pre-set template in the Workflow template management section
  2. Directly adding a list of recipients for document processing
tip

If the user is using a document type that already has a pre-set workflow, quick support will be provided at this step. Review how to add a workflow template for a document type here.

Using a pre-set template​

Using a pre-set template

Directly adding recipients​

Directly adding recipients

3. Set signature position​

  • Move the signature box to the desired position.
  • Use the fixed signature position feature to prevent deviations in the signature position during the document processing. Set signature position

4. Sent to recipient​

Click "Send workflow" to complete the document creation​

Send workflow

Document successfully created​

Document successfully created