How can I forward documents to another environment?

In order to forward documents to another environment a link needs to be made.

For this you need to contact Quasydoc.

What else do you have to do after Quasydoc has done the configuration?

In the master environment (= the environment which wants to forward the documents):

1. At Human Resources create a function (for example, approver of external documents)

2. At Local management >Company data - document management tab

Chapter: “Other”

“Approve externally created documents” still indicate who is authorized to do this

If this is done you can link documents.

Go to your master environment: Document management > Documents

Here you will see a new tab "Create for customers".

Open

If you open this tab, you will see all the linked environments and will be able to select them as soon as there is an approved version of the document.

Open

These documents are then visible as an overview in the client environment (= the environments to whom you want to send the documents) at Document management > External documents