When multiple submissions of a single document are needed, the document can be routed to a folder as a loose document, rather than routing it to a sleeve. Staff can initiate and fill out this type of document on their own. For example, a Vacation Request Form.
Active documents outside a sleeve are not archived. To ensure proper archiving after the workflow is completed, the document must be manually dragged and dropped into the corresponding sleeve to ensure the document's retention in the sleeve's history.
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Choose Configuration from the main menu.
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Choose Documents.
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Click Create a New Document.
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Enter a document name.
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Click Save.
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Select the new document.
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In "Should this document be a Blank Form/Blank Doc?," select "Yes, put this as a Loose Document in Folder [select folder]"
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Choose who should be able to submit the loose document.
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Click Save.
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Click Available Forms from the main menu to verify that the loose document was added.