Author: ierin

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Workflow Settings

In an organization, there may be internal processes including certain workflows around documents such that they cannot move from one stage to another unless they are approved by certain departments. This documentation helps you better understand the workflow settings involved in the document management module of QPunch Smart Project Management Tool. Click on the Project

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Document Status

This documentation helps you understand how to configure different document statuses as per your internal document processes. To add Document Status, In the QPunch home Page, select Project Settings Navigate to Document Fields in the left side pane Click on the plus icon (+) to add a document actors   Enter the status name and

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Document Actors

In an organization, there may be several parties who have the provision to perform various actions on a document. Document Actors are such people who have the permission to review, approve or reject a document. This documentation helps you better understand how to customize your organization’s document actors in QPunch Smart Project Management Tool.