DocFort User Guide
Access Workflow for every Document
Each document workflow history can be accessed for insights into the documents journey. Have access to the document’s workflow from the uploader to modifiers down to line managers and stakeholders. Have a documented view of each documents workflow history, check approval status and role of each workflow.
Here are the steps to gain access to document workflow history
- Click on the ellipses (…) of the document workflow you need to access.
- Select the “Document Workflow” button to check the workflow of the document.
How to access Document History.
Gain access to the history of each document in the solution, know each user, discipline and comment of every reviewer attached to the document selected. Keep up to date with the status of each workflow approval or review is attached to each document.
Here are the steps to access Document History.
Step 1:
- Click on the ellipses (…) of the document history you need to access.
- Select the “Document History” button to check the History of the document.
Step 2:
How to manage Document Properties.
Document properties can be edited to suit your preference. Mistakes and errors made upon uploading documents can be rectified swiftly and with ease.
To edit document properties, follow the steps below.
- Click on the ellipses (…) of the document that needs to be edited. Proceed to Select the “Properties” button to edit the properties.
- Selecting the document that needs editing, Navigate to the top Nav bar, and Click on the “Document properties” button.
Once selected, an unanimated pop-up screen will appear on the right side of the screen.
- Proceed to click on the “Edit” button to animate the various fields
- Proceed to then make the necessary changes you wish to make to the document properties.
- Save changes made by selecting either of the “Save” buttons present on the pop-up screen.
See the image below for reference.
