Send Attachments for Document Approval Using Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to send attachments for document approval using job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To send attachments for document approval using a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to send attachments for document approval using job conversations.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to use to send attachments for document approval and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to use to send attachments for document approval.
6. Highlight the conversation that you want to use to send attachments for document approval.
7. In the right pane, click Show the conversation options and select Send attachments for document approval.
8. In the Select attachments from the conversation and start document approval... dialog box, enter or select the title, deadline, access, priority model, job, task, users, and tags from the corresponding drop-down lists.
9. Import or drag and drop the document that you need approval for in the provided field and click OK.
   WorkBook routes the document to the identified users for approval.