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updates:handling-requests-it-is-possible-to-attach-handling-request-manifest-when-sending-hr-email

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updates:handling-requests-it-is-possible-to-attach-handling-request-manifest-when-sending-hr-email [2019/09/27 12:46]
updates:handling-requests-it-is-possible-to-attach-handling-request-manifest-when-sending-hr-email [2019/09/27 13:13]
bartek
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 +====== Handling Request Manifest ======
 +
 +It is possible to attach **Handling Requests Manifest** when sending out Handling Requests email. By default the layout of this document is the same as PAX Manifest document, however, it can be **re-named and re-arranged** in Documents Manager panel into a custom document, if needed.
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 +Go to Settings > Documents Manager panel, click {{:leon:documents-manager:icon 1.jpg|}} and select Handling Request Manifest. When a pop-up window appears insert document's name (or leave as Handling Requests Manifest) and add document's version. 
 +[{{ :leon:documents-manager:HRM 3.png?200|Handling Requests - attaching an additional document to HR email}}]
 +Below you can find an example of a custom document 'Custom PAX Manifest' added to HR panel.
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 +{{:leon:documents-manager:HRM 1.png|}}
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 +Once it's saved you will find this document as unpublished (indicated with the white dot, if you change in the upper filter from YES to NO).
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 +{{:leon:documents-manager:HRM 2.png|}}
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 +Edit the document and re-arrange it in Documents Manager panel according to your needs by using 'Available Data' items and HTML/CSS panels. Once it's all adjusted, publish the document (click the white dot which will become green).
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 +In a section OPS > Checklist > Handling, when sending a new Handling Requests email, it will be possible to attach new document along with GenDec (see screenshot on the right).
  
updates/handling-requests-it-is-possible-to-attach-handling-request-manifest-when-sending-hr-email.txt · Last modified: 2019/09/27 13:13 by bartek