1. Understanding the Feature
E-document functionality allows you to create, send, and manage electronic documents instead of paper ones.
- You can create company documents such as contracts, agreements, and statements with various editing features.
- Once sent, the document is delivered to the recipients, who can view or download it.
- Use the signature feature for easy electronic contracts.
- Real-time tracking allows you to monitor the status and viewing progress of sent documents.
2. Key Terms
- Document Folder: A folder where documents are sent, viewed, and managed. You can categorize documents by topics within the folder.
- Sending Records: A collection of documents created for each recipient in a single sending event.
- Operator: A user with the authority to manage all documents in a document folder and send new documents.
- Sender: The person who creates and sends the document.
- Recipient: The person who receives, views, or signs the document.
- Cc Recipients: Users who are not participants but can view the document.
3. Getting Started
▪︎ Setting Operator (Administrator)
- The operator is automatically set when the e-document function is enabled.
- The creator of a new folder becomes its operator.
- The operator can only edit the folder they manage.
- Go to Dashboard > [E-documents] > [Settings].
- Click the operator edit button in the top-right corner.
- Select the admin/leader to assign as the operator and click [Save].
- *The operator can be set from either an administrator or a leader.
▪︎ Sending Documents (Operator)
Upload and edit existing document templates, then send them to recipients.
Send Documents >
▪︎ Copying and Sending Past Documents (Operator)
Retrieve past documents, modify them, and send them as new documents. Useful as templates.
Copy and Send Past Documents >
▪︎ Viewing Documents (Recipient)
Recipients can view documents they’ve been assigned in both the dashboard and app.
View Documents >
▪︎ Checking Document Status (Operator, Cc Recipients)
Both the operator and Cc recipients can track the viewing status and progress of sent documents.
Check Document Status >
▪︎ Modifying or Cancelling Documents (Operator)
Operators can modify document settings or cancel a sent document through the dashboard and app.
Modify/Cancel Documents >
