Comments (3)

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.

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. However

Best regards

DIMELO - SocialCRM software editor