5. Working with documents / tasks

5.1 Document Interface

When working with documents users of the system will see the document form configured by the Administrator In addition to attributes the form contains Update Save Save for Close Delete buttons Document action buttons Document status Document labels if there are labels they will be displayed next to ...

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5.2 Document/Task Indicator

Using the script module you can create a document or task indicator that will be displayed in the upper right part of the document see Examples of scripts Fig 5 2 1 Document Indicator ...

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5.3 Working with tasks

If you set up a document type by creating a process where custom tasks are configured then users can work with tasks separately from documents To view user tasks open the Business Processes desktop and the My Tasks shortcut This section displays all non closed tasks where the current user is a perfo ...

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5.4 Discussion on the document (Chat)

To discuss the roles of the document with the participants it is possible to add the standard attribute Discussion on the document to the form of the document task This attribute allows you to create general discussions the participants of which will be all participants of the roles of the document ...

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