How to invite user to draft a document?
Bhavin P
Last Update 5 maanden geleden
1. In the Home page, click on 'Create Project' menu to create a new validation project
- A pop-up window will appear asking for project details along with option to invite users to draft URS document
2. Enter the minimum details like Project name, Project code, Project type, Location, Department and tick the check box for inviting users to draft URS document
3. Type the first 3 letters of user name and select one or more users.
4. Click on 'Create' to create the project. Each user selected above will receive an email asking them to draft the URS document
5. To invite user to draft any other document, navigate to 'Workflow Setup' for that document (Ex: User Requirement Specification)
6. For the 'Prepare by' level, click the 'Invite User' option to invite the user(s) to draft that document (Ex: User Requirement Specification)
7. Each user selected above will receive an email asking them to draft the document
