Sender and Receiver Manager Controls

Sender Manager 
 Once an outgoing request has been approved by everyone in its approval line, it lands in the Sender Manager's To Be Processed > Outgoing folder. This is the last stop before the document actually leaves the institution. 
 
 
 
 
 Send 
 Dispatches the document to the addressed institutions and/ or individuals electronically.  
 
 
 Mark as sent 
 Found under More. This logs that you've sent it by other means and moves it out of the Outgoing folder. 
 
 
 Share 
 Gives another user inside your own institution visibility into the document.  
 
 
 Edit 
 Found under More . Lets you make changes to the details of the document before sending. 
 
 
 
 
 
 
 
 Note: Once a document is sent or marked as sent, it moves out of Outgoing and into Processed > Dispatched . 
 
 
 
 
 Receiver Manager 
 Every document your institution receives from an external institution lands first in the Receiver Manager's To Be Processed > External Approval folder before being routed to anyone else. 
 
 
 
 Confirm 
 Acknowledges that the document has been officially received into the system. 
 
 
 Forward 
 Routes the document to whoever internally needs to see or act on it. 
 
 
 Reply 
 Opens a new outgoing request addressed back to the external sender. 
 
 
 
 
 
 Forwarding a document 
 
 Click Forward . 
 Search for and select the people who need to see the document.  
 Click Forward again, optionally add a message, then confirm. 
 
 
 Receiving a Forwarded Document 
 If a document is forwarded to a user, it appears in their own  To Be Processed > External Approval folder. They'll have the same options the Receiver Manager had; Download, Forward, and Reply except  Confirm , since that's the Receiver Manager's responsibility alone.