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Add new Document for Approval

Owned by Mariam Slade (Deactivated)
Last updated: 28 Sept 2022 by Monica Riordan (Deactivated)
1 min read

1. From the Navigation Bar select Documents.

2. Select the + New button to add a new document.

 

3. Select the Type and Approver Group, then enter in a Date and type a Description.

 

4. Click the Cloud icon to upload a document. You can only upload a pdf.

 

5. Once you are happy with the document and all the details click the Save  icon to finish.

6. You will be returned to the Documents overview page. Click the Send icon to complete the document and send it for approval.