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Version: 2.3.0

Update documents

Creation Date: June 26, 2023
Created By: VNPT eContract's team

The feature allows users to update previously created documents to reflect changes, modifications, or additions of new information easily and quickly.

Select the document to update​

1. Access the "DOCUMENT LIST" screen​

DOCUMENT LIST

2. Select the document to update​

tip
  • Only the document creator has the right to update the document.
  • Users can update documents in the "NEW DOCUMENT" state.
Select document to update

Update the document​

1. Update document information​

The document information that users can update:

  • Document type
  • Department
  • Document title
  • Deadline for processing
  • Customer management information: Customer code, Customer information, Contract value, Contract validity period, Description
  • Related documents
  • Attached files
Update document information

After updating the document information, click "Save & Continue" to proceed to the next step.

2. Update the document workflow​

Perform the same steps as Adding document workflow when creating a new document.

3. Update signature positions​

Perform the same steps as Setting signature positions when creating a new document.

Sent to recipient​

Click "Sent to recipient" to complete the document update.

Send to recipient