Document Approval Setup

1. Enter the name of the document then select the document version (ie payment #1). Your document will now generate using the selected template.

2. Check the box ‘Save as PDF’. This will allow for the document to be routed and approved within OneOffice and automatically exportable to a PDF.

3. Click Save. This will upload and save the document to OneOffice as a PDF (also viewable in the application webpage). Select ‘Documents’ from the contract menu, or ‘Documents’ from the page where the document was created to bring you to the document.

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4. Setup the Approval Workflow either in OneOffice (after selecting the document in prior step), or in the Microsoft Office Add-In. Add comments and supporting documents in either OneOffice or the Add-In. (Information added in the Add-In will show in OneOffice as well; you do not need to add it twice.)

Additionally, select any individuals who should be notified once the document is fully approved.

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5. The user selected for approval will receive an email notification with a link to the document, viewable in OneOffice; and will be able to see comments, documents, download the document in PDF form, as well as approve or reject the document.

6. Click on ‘Approve’ to approve the document. This will then route the document to the next signer OR

7. Click on ‘Reject’ next to the name of the individual you would like to send the document back to. This will then notify prior signers.

8. Download the Document in a PDF format at the top of the page, which will include any signatures.

After all signatures are received, a completed document will be emailed to all approvers, including those selected to be notified after the document is approved.