Paperwork Actions
Once a paperwork has been created, started, or sent, it will appear in the Paperwork tab of the Client Journey.
From this area, you can track the status of each document, monitor completion progress, and perform additional actions. Available actions may vary depending on the document's current status and your permissions within the system.
|
Action |
Description |
|---|---|
| Resend | Send this draft again, but using any new notification templates |
| Duplicate | Copy this document into another draft |
| Revise | Bring this document back into draft status for editing |
| Transfer | Transfer this document to another owner, so they can fill and send |
| Delete | Delete this paperwork, if it is not needed or was sent in error |