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To add/delete recipients/observers to documents

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[Data Management] To add/delete recipients/observers to documents

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  • Admin > Data Management > Workflow documents Management
  • The admin may add recipients, observers, receiving departments, and observing departments to the document.
  • The admin may delete recipients, observers, receiving departments, and observing departments to the document.

 

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STEP 1 Browse to Workflow documents Management Page

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  • Access Docswave > Admin > Data Management > Workflow documents Management

 

STEP 2 To add recipients, external recipients, and observers to a document

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, make sure that the Process tab is selected.
  • You can add people outside your organization as recipients by clicking the gray person icon to the right of recipients.
    • External contacts can be added from the Org Info > Shared Contacts menu. Only contacts that are added to a shared contact can be added as external recipients. 
  • You can add an organization member as an internal recipient by clicking the white person icon to the right of the recipient.
    • Additional members of the organization can view their content in Workflow Documents > Received Docs.
  • You can add an organization member as a observer by clicking the person icon to the right of the Observer.
    • Additional members of the organization can view their content in Workflow Documents > Observed Docs.

 

STEP 3 Adding a receiving department, a observing department to a document

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, make sure that the Process tab is selected.
  • You can add the desired department as a receiving department by clicking the Organizational Chart appearance icon to the right of the receiving department.
    • Department members in the added department can view the content in Workflow Documents > Received Docs.
    • Department members whose affiliation has been changed in the department due to the movement of the department cannot check the contents after the movement.
  • You can add the desired department to the observing department by clicking the Organizational Chart shape icon to the right of the observing department.
    • Department members in the added department can view the content in Workflow Documents > Observed Docs.
    • Department members whose affiliation has been changed in the department due to the movement of the department cannot check the contents after the movement.

 

STEP 4 Deleting recipients, observers, receiving departments, and observing departments from documents

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, make sure that the Process tab is selected.
  • you can delete it by clicking the x-shape next to the name added at the bottom of the Recipient, observer.
  • you can delete it by clicking the x-shape next to the department name added at the bottom of the Receiving department, Observing department
  • Deleted members will no longer be able to view the document.

 

 

 

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