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Version: 2.3.0

Create new document by uploading a file

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

The feature allows users to create new a document by uploading a PDF or a DOCX file to the system, enabling them to swiftly and conveniently convert existing documents into electronic records.

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, user can skip this step. Review how to add a workflow template for a document type here.

Option 1: Using a pre-set template​

Using a pre-set template

Option 2: 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 "Sent to recipient" to complete the document creation​

Send workflow

Document successfully created​

Document successfully created