Activating Document Roles

Only roles that have a Pending status can be activated from a Current document.

  1. In the document tree on the left side of the Document record, click the Certification Information link.
    Result: The document certification information is displayed.
  2. Check all of the roles to be activated.
  3. Click Action > Activate.
    Result: The role now displays a status of Active within the document.

See Also

Adding a Document Checklist

Editing Document Certification Information

Adding Document Roles

Deleting Document Roles

Deactivating Roles in an Inworks Document

Deactivating Roles in a Current Document

Document End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM