Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Can see all drafted, approved and pending documents

  • Select the drop down arrow to view a summary of the documents contained within the draft form pack and of the approval sequence.

  • Select image-20240221-050036.pngImage Removed to edit, send or delete.

    • TPH admin can personalise your email templates if required

  • Once sent, the all people on the approval chain will receive an email alert

  • In the approval and pending pages the documents will be displayed in an inbuilt pdf viewer

  • To navigate between different documents within a pack, select the the dots above the in built pdf viewer on the approval screen

  • Operator/Approvers can view, approve, decline and comment on sent document packs

image-20240221-055853.pngImage Removed

A document can be opened for editing by selecting the three dot menu icon to the right of its listing in the drafts panel. Then select edit to make required changes before resending for approval.