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How to Share Documents from the Document Register
Purpose Send Documents from the Document Register Consideration Anyone with access to the documents can share documents Steps 1. Access Document Register Navigate to the menu bar icon and click Document Register under Document Control. 2. Select the ...
Workflow and Category Management FAQ
Q&A: Categories and Workflow Management Can we create categories? If so, where? Yes, categories can be created in two ways: Option 1: While creating a new workflow Click on the plus (+) button. Enter the category name. Click on "Save." Option 2: Via ...
How to Manage Workflow Categories - Create and Delete | Desktop
In Commnia, managing your Document Workflow Categories is easily accessible through the Control Panel. These workflows are crucial for ensuring documents are reviewed and approved by designated owners and reviewers before being officially added to ...
How to Accept or Reject Obsolete Status
A document will become Obsolete when a revision has been deemed as not current. Users can update any obsolete documents back into accepted or rejected status if required. Only System Admins or Document Controllers can accept or reject documents. ...
How to Remove a Document from Multiple Packages
Only System Admins or Document Controllers can remove a document from packages. The Search bar is located on the main page of the document register. 1. Navigate to Packages / Labels filter and select the desired packages. 2. Select the document(s) ...