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samwoo

Lifecycle Process Document Manager queries

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Hello,

I think there may need to be a subsection for all Applications on the forums for Lifecycle Process queries?  Anyway this post is in relation to Document Manager.

  1. Can we have Lifecycle Processes trigger automatically? For example 1 week before the review date?
  2. Can we have the ability to send an email using an email template to the document owner?
  3. Can we have the ability to send an email using an email template to the document owner's manager?
  4. Can we have an Email Templates section in Document Manager for the Lifecycle Processes and have fields relevant to the Document Properties?

Thanks,

Samuel

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Hi @samwoo

Thanks for the feedback will have a look at activating document email templates and automating the lifecycle launching and see what we can do, will get bakc to you when have more details

Thanks

Trevor

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@TrevorHarris many thanks for getting back so quickly.

The benefits of the Life cycle Process feature is so great, especially for documentstion as as it is extremely important...

Yet because we've never found it easy to get people to review documentation, this will hopefully change all of that by getting the manager involved officially. 

I know that most documentation are owned by someone, however my team (as opposed to a single person) own documents as well.

Could we have the ability to add "organization owner" (for lack of better wording) to a single document, alongside the main "owner" and be able to use this information in Life cycle processes?

Basically it would be If organisation owner is set then set review task(s) to that team, otherwise set it to the owner. 

In terms of the manager, we can still use the "owners" manager to authorise. 

Thanks, 

Samuel

 

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On 7/19/2019 at 2:26 PM, samwoo said:

I know that most documentation are owned by someone, however my team (as opposed to a single person) own documents as well.

Could we have the ability to add "organization owner" (for lack of better wording) to a single document, alongside the main "owner" and be able to use this information in Life cycle processes?

Hello,

I was wondering if anyone has had a look at my query?

Thanks,

Samuel

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