Perceptive Content: Document History (HR Docs)
Document properties will show the routing history of a document.
Document properties provide information about who and when the document was reviewed or processed.
This document is geared towards the HR hiring documents, but the principle is the same for all documents
Siblings
- Siblings happen when a document is routed simultaneously to multiple people for approvals
- All signers can see the signature stamps as they are applied
Opening the Properties
Method 1
- Left click on the document to highlight
- Then right click on the document to get this menu
- Click Properties
- Open the document
- Click on more listed under the properties pane
- Both options open the same properties screen
The document properties default dialog box appears
- Next to Workflow, click the plus sign
-
On the Tab menu, click Details
- This document has been routed to multiple signers simultaneously
- The workflow opens to see where the document is
- The details screen shows the location of each sibling
- Waiting for Sibling means the document has been signed/processed and waiting for the rest to be signed/processed
- The document will automatically move to the next queue once all of the siblings have been processed
- Next to Workflow, click the "plus" sign The document is in the approval process
- Waiting for everyone to add signature approvals
- Moving the scroll bar in the lower left corner to the right
- Gives a clearer picture of which approvals are not complete
- The box on the lower left, shows the queue names
- This shows the second setup of the simultaneous routing after all of the approvals are completed.
- The document is currently located:
- Send out Contract
- HR Benefits
- Payroll
- Lower left box shows the queues the document is in.
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