Send Attachments for Document Approval Using Project Conversations

Use the Project Settings option under the Jobs List submodule to send attachments for document approval using project conversations.

To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.

To send attachments for document approval using a project conversation:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List.
3. Highlight the job that is associated with the project conversation that you want to use to send attachments for document approval.
4. Click Further Options and select View Project Settings.
5. In the Project Settings dialog box, click the Project Conversation tab.
   WorkBook displays the project conversation threads in the left pane and the comments on the selected conversation in the right pane.
6. In the left pane, highlight the project whose conversation you want to use to send attachments for approval.
7. 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 for which you need approval in the provided field and click OK.
   WorkBook routes the document to the identified users for approval.