Actors
Next up is the Confirmation Stage.
Here we can add staff, extended workforce or external collaborators, to Read, Review and Sign the Documents.
Reader - a Reader's task is to simply read the Documents and approve that he read it.
This can be used to for Documents employees must read, and can be uploaded as Evidence that all selected employees have read it.
Reviewer - these staff members will be asked to open the uploaded file(s) and modify it, add insight or fix the file(s).
Signer - the allocated staff member will be asked to Sign the file(s), the signed file(s) will be automatically uploaded as Evidence.
In the image below, we see one Reader confirmation box.
Marked with an arrow below, is the box's Options button.
On each box, we have two options, Edit allows us to change the box's type to Reviewer or Signer, the Delete removes the box.
Notice that currently the Delete button is gray (unavailable) due to the fact that there must be at least one confirmation box of any kind (Read/Review/Sign).
Here, when editing a Reader box, we can:
Change the box's type (marked with an arrow below)
Change the ETA (time allocated for confirmation/signature)
Below, we see the 3 types of confirmation boxes available.
To add employees to Read and confirm our Documents, we'll click on the + button (marked with an arrow below) under the desired confirmation box.
In the 'Add a Collaborator' window we select one of our staff members/employees to Read and confirm the Documents.
Circled below, are two members we have added as Readers.
To add another Confirmation box, click on the + button on the Automation pipeline.
IMPORTANT: The Automation process initiates from the left and progresses towards the right side of the pipeline. If a Confirmation Box is added to the right of an existing one, it will commence only after the completion of the box to its left.
Circled below, we can see the 3 types of Confirmation Boxes available after clicking on the Add Confirmation Box + button.
Below, is an example of a pipeline with all three types of Confirmation Boxes
From left to right, firstly, the 2 Readers will be asked to read and confirm the uploaded File.
Then the Reviewer will be asked to review and modify the File if needed.
Lastly, the Signer will be asked to view and sign the Document, doing so will transfer the signed Document to the Evidence stage.
To return to the Automations Guide hub, click here.
To return to the main guide hub, click here.
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