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The agency can set a date for when all transitions in a document must be completed. The date appears in a notice for the document and in any email notifications you have set up for the drawer.
You can update the title of the document and the due date together.
You can archive a document at any time.
Due date/update a document
If you have the correct role for a document, you can change its title, due date, and type until the document is complete or has been rejected.
When you assign a due date, that date is posted in the document details and is sent in any email notifications about the drawer. If the transitions are not complete when the due date passes, a notice is posted that the document is overdue.
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With the drawer open, click Actions for the document and select Edit due date, or click Update next to the document name.
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Update the title, due date, and types as necessary. You can add more than one type by selecting the additional type from the drop down list. Delete a type by clicking the X for that type.
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Click Save.
The Doc Express service adds the due date to the document and displays it in the drawer, and adds the update to the document history.
Document archive
Once a document has been archived, you can see it only if you use the advanced search function.
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Select the drawer from the Contracts page.
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Click Actions for the document and select Archive.
The Doc Express service archives the document and hides it from being viewed in the drawer.
To see archived documents, use the advanced search function. Locate the field that displays Hide Archived and use the drop down list to select Show Archived. The Doc Express service shows the archived documents. Select Hide Archived from the advanced search function to see the documents in the drawer.
Click Restore on an archived document to return it to the drawer.