Send, Approve and Decline Documents

Once a Document is created, saved and moved to the Drafts page, it can be sent to be completed and approved.

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

• You can choose to edit, send or delete.

  • When you click sent, the document will be sent as Digital Forms link to the first recipient, along with a message template.

  • TPH admin can personalise your email templates if required

Example email template:

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

Completing a Digital Form

• 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

• 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.

Decline a document

• 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.