WorkBook

Send Attachments for Document Approval Using Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to send attachments for document approval using briefing, description, price, purchase order, or invoice conversations.

To use the Briefing submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To send attachments for document approval using a briefing, description, price, purchase order, or invoice conversation:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to use to send attachments for document approval.
  3. Take one of the following actions:
    • On the side toolbar, click Briefing.
    • On the side toolbar, click Description.
    • On the side toolbar, click Price.
    • On the side toolbar, click Purchase Order.
    • On the side toolbar, click Invoice.
  4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
  5. Click Show the conversation options and select Send attachments for document approval.
  6. In the Select Attachments from the Conversation and Start Document Approval... dialog box, enter or select the title, deadline, access, priority model, job, task, users, and tags from the corresponding drop-down lists.
  7. Import or drag and drop the document that you need approval for in the provided field and click OK.
    WorkBook routes the document to the identified users for approval.