Accountants Office only
This help topic explains how to view and edit the current status of a document.
From the Find Documents page, Analyse Documents page or a Documents tab, select the required document.
Select Current status on the Tasks bar. The Status window opens, displaying the document status with the author’s name in the Responsible field.
Enter any comments and make any other changes to the Other details, as required.
To send this document as an attachment to the team member who requested a copy, select the Send Email option.
To edit the email prior to sending, select the Edit email before sending option.
Click Next. The History tab opens where you can view the history of the document.
Click Finish. The document status is set to Complete.
If you selected the Send Email option, an email with the attached document is sent to the selected team member.
If you selected the Edit email before sending option, a new email opens with the same subject line as in the Status window.
Enter the required comments to the email body.
Click Send Team Email. The email with the attached document is sent to the team member who had requested approval of the document.