The Manage Common Document Forms menu lets you add, modify, copy, delete, and edit forms to suit your organization.
[Add Document Form Classification ]
1. Select [Manager]-[Workflow Management]-[Common Document Form]
2. Select item management upper right [+]
3. Enter the item subject you want to add
4. Select [✔]
[Account subject modification ]
1. Raise the mouse cursor on the subject you want to modify.
※ If you want to change the order, you can select [£] in front of the account subject.
2. Select pencil icon (modify) and trash icon (delete)
3. Select [✔]
[Set document rule title ]
※ Setting the rule of the document title that is generated by default when writing a draft document
1. Select the title of the document rule in the upper right corner
2. Set the draft document title rule and save it
[Move document category]
1. Move Select the document you want and select Move Category in the upper right corner
2. Select the form you want to move and check it.
[Introduce Document Form ]
£ Select the shape of [+] in the upper right corner
£ Select the document form you want and [Create]
※ Refer to the bottom of the page for descriptions of each form.
- When using Premium services, a total of 33 forms are provided through five basic categories: reporting, business, personnel, finance, and general affairs.
- Conveniently check your vacation history and your expenses/purchase history!
- 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.
£ [Common form] - [Select common form type] - [Web form]
£ Select A4 Guide
£ Writing documents according to the organization
£ Set the title of the form
£ Save
※ Using data tags
Name: *[AUTHOR.NAME]*
Position/Position: *[AUTHOR.POSITION]*
Department: *[AUTHOR.DEPT]*
Email : *[AUTHOR.EMAIL]*
Document Draft Date: *[CREATE.DATE]*
※ If information does not appear when applying the data tag
- Ensure that the data tag is entered
- Ensure data tags are mixed into the form and used
(Example: Using Web Form Form Data Tags on Certificate Forms)
- Check the typos for the entered data tag
- Ensure that employee information on items in the data tag is registered
- Editing membership information is possible from the Organizational Chart/Management Menu
- Upload and use special forms used by the organization
- When uploading a form and drafting it, the form is downloaded, completed, and uploaded.
※ ;Can't 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
[Modify Form ]
※ If you modify the existing form, you can't reconsider it!
£ Select a document to change the form
£ Delete and modify the form additionally
£ Save
[Copy Form ]
※ Purchase request and expenditure resolution form cannot be copied
£ Select the right side management button for the form to be copied
£ Select Confirmation
£ Copy form with form name_COPY confirmation
[ Specify predetermined person ]
※ When designating a predecessor, the final approval can be made by the predecessor, but it can be done only if the approval process includes the predecessor in the approval process!
£ Select the document form to be designated as the predecessor
£ Designation of the right-hand predetermined person [Select]
£ Select a predetermined person and confirm.
£ Save
[ Google Calendar 연동 ]
※ Google Calendar can be linked when using Premium service.
※ After final approval, you can check it at the Calendar.
£ Select the title of the form to link the calendar to
£ Enable/disable calendar linkage
£ Check the pop-up that takes about 5 minutes
£ Interlink
£ Calendar shared email sent to each organization member on time
£ Select Add Calendar for this email content
£ Calendar sharing
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