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Recipients (crew) cannot alter anything in grey
Production can request TPH to lock off or make mandatory specific fields
Mobile number, bank account and super details will auto-populate if the recipient has previously used online form completion and is a freelance portal member
Freelance Portal:
Users can nominate to join or log into freelance portal, to save their personal details for the next Digital Forms document.
Contracts in freelance portal save in Freelance Portal ‘Documents’ section
Once a recipient has completed their fields, the next person in the approval order (signatory order) will find the document in the 'Approve' panel in the Documents page.
Approved Documents
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
Once the document is signed and fully executed the signer, and all parties the approval set up will receive an email with completed documents in pdf format.
The approved document, and any uploaded attachments can be viewed in the “Approved” module in the Documents page.
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Operator/approver users can decline a document and leave comments
The document can then be moved from the ‘Declined’ panel to ‘Drafts’
A document’s progress and history can be viewed in the Draft panel
Select the drop down arrow in the ‘Detail’ column
Expand ‘Show Activity’ to view which users viewed, approved, declined or moved a document.
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.
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