The Document Forms screen lets you draft documents, bookmark frequently used forms, and so on.
● Creating a draft document ●
1. Choose Document Draft - Document Form
2. Check the document form to be drafted in the document category
3. Select draft document on the right screen
4. Drafting
● Process Settings ●
1. Create a draft document and select [Process Settings] in the upper right corner.
2. Select members and select approvers, cooperators, etc.
- Payers directly related to the draft document
- The authorized personnel of the relevant department who need to cooperate with the relevant draft documents;
- All agreed upon parties have the same order of payment
- 2 or more members must be selected to be consensual
※ If one member is set as an agreed person, he/she will be changed to a cooperative person.
- At least one of the two parties agreed to return the document.
- Can be checked after the draft document is finally approved
- All progress can be checked from the time of draft to the completion of the draft document.
● Freeform draft ●
※ In addition to the premium form, drafts are available in the free draft form.
1. Select [Freeform draft] in the upper right corner
2. Select Web form, upload form, etc.
- Suitable for document forms (reports, plans, minutes, etc.) that do not require numerical calculations
- Forms using Web Editor
- When modifying a form, you can set the contents of the form by modifying the code.
- Upload and use special forms used by the organization
- When uploading a form and drafting it, the form is downloaded, completed, and uploaded.
(£ ;Cannot be modified inside Docswave)
- Upload documents, official documents, contracts, and complex Excel documents that should be written only in MS Office documents or Korean files.
- Free form using Google Docs
- Google Docs, Google Spreadsheets, Google Presentations
● Add attachments and comments ●
(£ Attachments and comments can be added when preparing draft documents)
● Favorite Frequently Used Documents ●
1. Choose ☆ in front of frequently used forms
2. Add Favorites
