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Silvija Doncev
Silvija Doncev

Silvija Doncev

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Hi Marnix!
Thanks for sharing your feedback! Can you please explain your use case since it would help us better understand your idea better.
Best regards
Silvija

I have had the question from my manager if I could take the 'role' of 'document controler' in a project. So I was looking for a way of tracking the review sessions and approvals of documents. And preferrably a sort of signing (approval) digitally and no more hard copy's and scanning/uploading... etc.

Silvija Doncev
Silvija Doncev

Silvija Doncev

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Tracking review sessions can be done by clicking on the filter and selecting "Reviews". Click on the review of interest and see the state of the review.

Once a document is being approved it can be locked permanently. Then you will find an icon on the row informing about its state. However tracking by sorting only approved documents is not possible to do right now. https://success.planview.com/Projectplace/Document_manage... However

Best regards
Silvija

DIMELO - SocialCRM software editor