DocFort User Guide
How to Manage Tasks (Reviews & Signatures)
The DocFort solution makes tracking the status of reviews requested by everyone easy. Attach to each document to be in the loop about each reviewer’s approval status and to know which documents are still pending the attention of certain reviewers.
- How to access Personal Review Requested.
- To track the progress of personal documents sent for several reviews, follow these steps
- Navigate to the top Nav bar to locate the “My Task” action button
- Click on the button to reveal the drop-down menu with several menu options
- Click on the “Document Review Tracker” button to proceed to the next screen. See the image below for reference.
- Proceed to Select the document whose review journey you wish to track.
- Click on the ellipses beside the document title to reveal an action button
- Click on the “View more details” to get a full view of each reviewer's status and the full document journey.
See the image below for reference.
- Once navigated to the new page, information on approval role and status is displayed.
- To view the comments of each reviewer, Click again on the ellipses (…) and the far end of the reviewer selected
- Click on “View Comment” to display the comment attached upon reviewing of the document by the reviewer.
See the image below for reference.
- How to Review Documents
Documents are sent for review to Stakeholders, Line managers, CEOs, etc., by employees, and to approve and attach comments to such documents, a workflow is followed. Once a notification has reached you of a document being sent to you for a review, you then proceed to the solution to carry out the task
- Here are the steps to take when reviewing a document.
- Navigate to the top Nav bar to locate the “My Tasks” action button
- Click on the button to reveal the drop-down menu with several menu options
- Click on the “Review Task” button to proceed to the next screen.
- Once on the review page, proceed to Select on the document you want to review.
- Once selected, Preview, Review, and Send Back action buttons become animated.
- Click on the action you want to take.
- To review the document, Select on the “Review” button to begin the review workflow.
- Reviewers have access to comments given by previous reviewers.
- Proceed to Select the desired Approval Status from the dropdown menu.
- Add the comments you want attached to the review.
- Select the “submit” button to complete the process.
- To Send back documents to the sender for rectification, Click on “Send Back” to begin the process.
- Proceed to Select the desired Approval Status from the dropdown menu.
- Add the comments you want attached to the review.
- Select the “submit” button to complete the process.
- How to access Signed Documents
Tracking the status of signed documents requested by individuals is made easy with the DocFort solution. Be in the loop of the status of each signer attached to every document sent for signature and know documents still pending the attention of certain signers.
- To track the progress of personal documents sent to several signers, follow the steps below
- Navigate to the top Nav bar to locate the “My Task” action button
- Click on the button to reveal the drop-down menu with several menu options
- Click on the “My Signatures Request” button to proceed to the next screen.
See the image below for reference.
- Proceed to Select the document whose signature journey you wish to track.
- Click on the “Preview” button to get a view of the document and know which signer has appended his/her signature to the selected document. See the image below for reference
- Once clicked, the document signature preview would come up. Proceed to track the signature journey of the document.
See the image below for reference.
- Click on “Close” once done with the process.
- How to Append Signatures to Documents.
Documents are sent for signatures to Stakeholders, Line managers, CEOs, etc, by employees and to sign such documents a workflow is followed. Once a notification has reached you of a document being sent to you for your signature, you then proceed to the solution to carry out the task.
- Here are the steps to take when reviewing a document.
- Navigate to the top Nav bar to locate the “My Tasks” action button
- Click on the button to reveal the drop-down menu with several menu options
- Click on the “My Signature Inbox” button to proceed to the next screen.
See the image below for reference.
- Once on the review page, proceed to Select the document you want to sign.
- Once selected, the Preview and Sign action buttons become animated.
- Click on the action you want to take
- To append a signature to the selected document, Select on the “Sign” button to begin the signature workflow process
- A preview page is displayed upon clicking on the sign button.
- Click on “Add Signature” to begin the process.
Note: The Draw mode is a default method in the signature process.
- How to append a “Draw signature”
- Once on the “Add signature to document” pop-up, draw in your signature.
- Proceed to click on “Add” once your signature is drawn.
- Once you have selected on add, the preview screen will be displayed again but this time with a “Save” action button to save in the drawn signature appended to the document.
- Select the save button to save in the signature appended to the document to complete the signature workflow process.
- How to append a “Text signature”
- Once on the “Add signature to document” pop-up,
- Click on the “Text” button to type in your signature.
- Proceed to click on “Add” once your signature is input.
- Once you have selected on add, the preview screen will be displayed again but this time with a “Save” action button to save in the signature appended to the document.
- How to append an “Image signature”
- Once on the “Add signature to document” pop-up, select the “Image” button.
- Select “Choose file” to upload an image of your signature.
Note: Signers can save the image of their signature for future use. To save the
signature, click on the check box as seen in the image below
- Proceed to click on “Add” once your signature is uploaded.
- Once you have selected Add, the preview screen will be displayed again but this time with a “Save” action button to save in the drawn signature appended to the document
- Select the save button to save in the signature appended to the document to complete the signature workflow process
- How to append a saved image of our signature to the document.
- Once on the “Add signature to document” pop-up,
- Click on the “Saved Signature” button to reveal your saved signature.
- Proceed to click on “Add” to append your saved signature.
