Process a Document Issue

If your system requires document issues to be approved, you must process any approved document issues in order to issue the documents to the intended recipients. This task is also used to process any saved document issues that were not previously processed.

To process a document issue:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
  2. On the project window, click the Document Issues tab.
  3. Click for the document issue that you want to process.
  4. On the Issue Summary window, review the document issue details.
    If you want to edit any of the information before you process the document issue, see Edit a Document Issue.
  5. Click Process.