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    Tutorial

    Your first work document

    Verified on for version 19.0.1.0.7
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    Every piece of work worth keeping, a memorandum drafted for a court, an internal note, a weekly report, can be written up as a work document: a subject, a type, a body and its files. The document is then sent for approval, and the approvers named on its type decide. This walk-through writes one document and takes it to Approved.

    Before you start

    • You need the User: Own Documents access right on Work Documentation (in the Work Documentation section of your user). Approving needs Manager: All Documents.
    • At least one Document Type exists. Eight memoranda come with the app; the demo data adds an Internal Memo type that needs approval.

    Step 1: write the document

    1. Open Work Documentation/Documents and click New.
    2. Type the Subject, a short title that tells the work apart.
    3. Optionally choose a Template: its text fills the Content tab, and you complete it there.
    4. Choose the Type. The type decides whether the document waits for approval and who approves it.
    5. Add the files of the work in Attachments.
    A new work document with its subject, its template and the type that decides who approves it.A new work document with its subject, its template and the type that decides who approves it.
    A new work document with its subject, its template and the type that decides who approves it.
    1. Click the cloud icon Save manually. The document receives its number, for example WOD/2026/00005: WOD, the year it was saved in, then its order number. The Author and the Date are filled for you.

    Step 2: send it for approval

    1. Open the Actions menu and choose Send for Approval.
    2. The status moves from Draft to Waiting for Approval. Each approver of the type receives a to-do "Review and approve the work documentation", due in two days unless the settings say otherwise; it shows in the chatter of the document and in the approver's activities.
    The document waits for approval and its approvers have a to-do.The document waits for approval and its approvers have a to-do.
    The document waits for approval and its approvers have a to-do.

    A type that does not need approval skips this step: the document is Approved the moment it is sent.

    Step 3: approve it

    As an approver with the Manager: All Documents access right, open the document, then open the Actions menu and choose Approve. The status becomes Approved and the to-do is closed.

    The document is approved and the to-do is closed.The document is approved and the to-do is closed.
    The document is approved and the to-do is closed.

    What you have done

    The work now has a number, an author, a date, a body and a status that says it was approved, with the approver's name in the chatter. The document sits in the list with the others; from now on it can be printed, and found again by its subject, type, author or status.

    Related pages
    Set up document types and approversWork Documentation automationsWrite with a template

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