Virtual document folders (Completion option)

You can provide document folders with a completion option to indicate by this way, that in this document folder something should be completed. Completion options can be provided to one or several users.

It can even be set individually for each user a completion date and comprehensive work instructions or comments.

The user must confirm the completion with its digital user certificate. Completion options are network-wide and can be shown in display manager at a glance to all users.



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Add new completion (Subfunction 1 from 8)

Adds a new completion option for the current document folder. To remove the completion option again, just remove the checkbox and confirm the security check.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with assigning "Complete until" (Subfunction 2 from 8)

Here you can select the date and until which must be carried out the completion.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with assigning "Complete from this user" (Subfunction 3 from 8)

Select here the user which should make the completion.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with allocation of completion instructions (Subfunction 4 from 8)

You can, optionally, define operating procedures, tasks or notes on the completion of the assigned user.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with assigning "Completion took place on" (Subfunction 5 from 8)

Mark the checkbox so far as the execution has taken place.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with assigning "Completed on" (Subfunction 6 from 8)

Here you can select the date when the completion took place.

Starter-EditionBasic-Editionavailable from Business Edition


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Completion option with assigning "Completed by this user" (Subfunction 7 from 8)

Select here the user, which carried out the completion. Usually it is identical to a user who has been appointed to do completion. However, if the user, e.g., on vacation, so it is possible that another user complete and confirm the completion.

Starter-EditionBasic-Editionavailable from Business Edition


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Validation through digital user certificate (Subfunction 8 from 8)

To mark the completion "as completed", the user, which was set for the completion, must validate and verify his identity. This is done by a digital user certificate in form of re-entering of his password. This operation can be performed directly from the document folder list, by menu item "Mark as finished today".

Starter-EditionBasic-Editionavailable from Business Edition

This module includes a total of 8 subfeatures
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