...
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Document Overview |
Insert fields or reference, or system-generated tags.
Indicate lookups.Indicate drop-downsrules for required "document description"- manual staff entry or system-generated naming convention on "save".
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Functional tab |
...
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View Related Documents |
(system-generated. Need to indicate FK linkages)
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Notes and Attachments |
(system-generated. Allows document-level notes and attachments.)
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Ad Hoc Recipients |
(allows staff to perform ad-hoc routings of edoc, in addition to, but not in place of workflow rules).
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Route Log |
(system-generated. Full audit trail. Record of document routing per workflow rules.)