Internal Portal

A user can set the document info, approval line, recipient, etc. and send the document for an approval request.

1. Click the [E-Approval] menu from main menu bar on the top of the screen
2. Click the [Initiate] button on the top of the left menu bar
3. A pop-up window is displayed 
4. Select a form from the displayed window 

5. After selecting the form. Fill in all required information.

[Head] is selected.

6. Click on the [Assign] button to assign an approver line.

On a displayed window titled "Assign Approver" follow steps below to select an approver and a viewer from different organizations.

1. Under the chosen organization, select a department where the approver is belonging.
2. Select the actual user.
3. Click the [Select] button, and add to the [Selected Approver] list.
4. Selected user added as approver.
5. Click the [confirm] button to confirm action.

7. "Recipient Institutions" section; this process added on the Outgoing forms.     

Click the [Assign] button, and follow the following steps to select a Recipient(to and cc);

1. Navigate through [GoR Institution] list.
2. Select the Institution and Click the [confirm] button.

8. Attaching files from PC or E-Folder.

1. Click the [click to upload ] link or drag and drop  to attach file(s) from your personal computer (PC).

Steps to attach document from pc

1. Click to upload 
2. A pop-up window is displayed 
3. Select a file and click open button

2. Click the [select eFolder document] button to attach file(s) from your E-folder

 Steps to attach document from E-folder 

1. Navigate through the folders
2. Click select button on file file.
3. Selected file is displayed in selected document table
4. Click upload

[Document] is selected.

1. Select [Document] Tab
2. Fill in information and compose your content.
3. Click Submit /cancel or save as draft button

Created with the Personal Edition of HelpNDoc: Don't Let Unauthorized Users View Your PDFs: Learn How to Set Passwords