We have been improving Document Management to include the following features:
1.The ability to include Template documents saved as PDF files which can be used within the Document Management module. These documents will not be able to include the mail merge functionality.
2.The addition of two new actions which can be applied to the documents.
a.Download and Read – this option will allow the document to be downloaded from Etz and will be marked in the system as having been read.
b.Download, Read, Sign and Upload - this option will request the recipient to download the document to then enable them to upload a signed copy, which will be attached to their Etz record
Adding a New Document
When adding a new document we have included two new options under action required Download Read and Download Read Sign Upload
When the recipient opens the document for either of the two new options they will be given the option to Download and mark as Read
If the option is download and read then they will receive the following message:
If the option is download, read, sign and upload they will receive the following message:
Download and Read Option
Once the document has been downloaded the document status will appear as completed.
Download, Read, Sign and Upload Option
Once the document is downloaded, the recipient will be required to upload a signed copy of the document, this is completed by opening the document where they will be presented with the option to upload the document.