Document follow-up

You can define several document follow-up actions in the elDoc system. This page describes how to setup document follow-up.

Creating follow-up action

While creating the document, the Initiator has a possibility to create follow-ups in scope of document processing. 

In the respective Dialog window it is possible to choose the users who shall perform the required actions in scope of processing the document. While creating the Resolution it is possible to set up deadlines and choose pre-defined resolution actions.

Follow-up action can be chosen from the list of predefined actions:

Follow-up actions can be customized per each assignee:

Before sending document for processing, it is possible to edit or delete follow-ups by using the following buttons: .

Last modified: April 28, 2023