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The process of working with documents

KEDO in Bitrix24

 

 

In the “Draft” status! the document is being prepar. for signature:Status draft bitrix 24

 

The fields/requisites are fill. in telegram number list to start the process:Bitrix 24 details

 

The list of employees with whom the document will be sign. is indicat.:List of employees of Bitrix 24

 

In the “Approval” status! the document is sent to the approving persons for signing. If approv.! it is transferr. to the other participants in the process for signing.

 

In the “Filling” status! you build a digital marketing strategy for commitment can correct the document if necessary! for example! if it lacks data. Then the person filling it out sends it to the company representative for signature.

 

In the “Signing” status! the document lead generation best practices is sign. by a company representative! the document is sign. by an employee. Here! it is important to use the State Key (mobile application) to create a legally significant signature.

 

You can also monitor the progress of the document for signing during the process:monitoring document for signing

 

In the “Result” status! it is possible to view/download the archive of the sign. document:

 

Where are sign. documents stor.?

Safe of the company Bitrix24

 

The system has two sections:

 

Company safe

This is the repository of all company documents.

By default! all employees have access to the safe. The Bitrix24 administrator and department heads can see all company documents! while regular employees can only see their own.

Employee documents

This is a personal storage for each user.

Access to personal documents.

Managers and administrators have access to employee documents.

Access rights to the employee’s safe and documents are flexibly configur. by the administrator and department heads.

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