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Version: 2.3.0

Update document workflow

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

The feature allows users to adjust the list of recipients and access permission of a specific document. Users can modify the order, recipients, or access permission of the signature workflow, ensuring flexibility and adaptation to changing needs or circumstances.

Access the "DOCUMENT LIST" screen​

DOCUMENT LIST

Update the document workflow​

1. Choose the document to update the workflow​

tip
  • Only the document creator has the permission to update the document workflow.
  • Users can update the workflow of documents in the "NEW", "READY", "PROCESSING", or "CORRECTING" status.

- For document in the 'New' status

Select Document to Update Workflow

- For document in the "READY", "PROCESSING", or "CORRECTING" status

Select Document to Update Workflow

Confirm document processing workflow adjustments.

Select Document to Update Workflow

2. Update the document workflow​

Perform the workflow update similar to the step Add Document Workflow when creating a new document.

3. Update the signing position​

Perform the signing position update similar to the step Set Signing Position when creating a new document.

4. Sent to recipient​

Click "Send to recipient" to complete the document workflow update​

Send to recipient