Draft New Document 2

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[Doc Draft] Draft New Document 2

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  • Workflow > Doc Draft > Docs Forms
  • You can label documents to be drafted.
  • The approval process (approval line) of the document can be set.
  • You can attach a file to a document.
  • ou can attach a related document to a document.

 

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STEP 1 Browse to Docs Forms Page

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  • Access Docswave > Workflow > Doc Draft > Docs Forms

 

STEP 2 Label a document

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  • You can label a document by clicking the label appearance icon at the bottom of the document name.
  • Labeled documents can be categorized and checked according to the label.
  • From the [Label Management] menu, you can add or delete labels for personal use.

 

STEP 3 To set up a approval process

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  • Set up members who need approval for the document to be drafted.
  • Add members to the recipient who need final confirmation of the document to be drafted.
  • Add members to the Observer who need confirmation by order of approval process for the documents to be drafted.
  • You can find more information about setting up the process in [Individual Set-up] Manage the processes I use often
  • The first tab at the bottom of 'Process Settings' shows the process set up.

 

STEP 4 Attaching a File

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  • You can attach a file to a document by selecting the third clip-like tab at the bottom of 'Process Settings'.
  • Click the Google Drive icon on the right side of the attachment to attach a file that you own on your "My Drive".
  • Click the clip icon to the right of the attachment to attach a file on your My Computer.
  • The attached file will be uploaded to the Google Drive in the master account.

📌 Please note that the attached file has a capacity limit of 10mb per piece.

 

STEP 5 Attaching Related Documents

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  • You can add documents that are associated with the documents you want to draft.
  • You can link associated documents by selecting the third clip-like tab at the bottom of 'Process Settings'.
  • Related document can only be added to existing documents related to you.

 

 

 

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