Contents

Document creation

1. Navigate to the document creation page by clicking on the following Main menu item:

2. Select and click on the document type you want to create (e.g. Contract). Note that documents of the same type can be grouped by administrator into directories for more convenient navigation in the documents list.

3. Newly created document page will be opened.

Document fields

Initiator field (filled automatically during creation) specifies the current user's name.

Created field (filled automatically during creation) displays the date and time when document was created. To change the date (in case allowed by documents administrator), click the button  and select required date and time

References field provides ability to attach links to the related documents in the elDoc system. In order to attach links to documents:

1. click Attach references.
2. In opened dialog window References to linked documents, select documents and click Оk.
   

To remove document from References field: click Add references and uncheck the document in the dialog window.

Attachments field provides the ability to attach document related files such as text documents, spreadsheets, presentations, pictures, etc.
To add the file click +Attach files, in dialog window select required document on your local PC and click Open. The file will be downloaded and link will be added to the Attachments field.

To remove attached to the document file - click the delete button  on the file.

Description field may contain comments on document (for example, "Please agree the list of goods").

Document process

Assigned processes

Assigned process area displays the phases of the assigned BPM-process and list of persons or groups involved in the process. Process assignment to the document as well as appointment of participants list is determined by the documents administrator (for more details provided in Admin Guide). 

In case several processes are assigned to the document, process selection area will be shown:

In such case it is required to choose the process and click Assign selected process button.

Process participants selection (Approving and Signing process phases)

In case it is required to edit / change / supplement the list of participants involved in approval / signing process click  and choose respective user or group of users.

Using the dialog Users selection assign the required users or group to the process phase, as demonstrated below:

Users selection dialog allows you to chose between available directories:

Once process participants are selected, click Ok button. Selected users will appear in the respective process phase. Note: groups are expanded into list of users who are part of the group.

Process participants selection (Execution process phase)

To assign the users for the Execution process phase - click button.
In dialog window Resolution edit assign the executor for the document, specify resolution, terms of document execution, add comments (if required) and click Save button.

After pressing Save button respective resolution record will appear in the Execution phase area.