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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
- The principle is the same for all documents
- There is more than one way to get to the properties/history of a document
- 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
- Currently used with the hiring documents, but not limited to.
Opening the Properties
Example Image on the left (below)
- 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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