Signing off documents
Did you know that you can sign off your role on one or more documents with one click?
If you have logged into a protected file using your ID and password, signing off documents can be done with a click of the right mouse button on the Document Manager.
- Ensure that file protection is activated and then log in with your ID and password.
- Select the document(s) on the Document Manager that you wish to sign off.
- Click the right mouse button. A popup list will appear.
- Select your role from the bottom of the list (Prepared by, Reviewed by).
Your ID will appear on the Roles tab of the Document Properties dialog along with the date that you signed off the document(s).
