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Actions on Documents

Summary

The video demonstrates various actions that can be performed on documents, such as putting them on hold, approving, rejecting, and reviewing them, to efficiently manage the document review process.
Key moments:

  • The video demonstrates how to manage documents by putting them on hold for further discussion, approving them, or rejecting them, providing a structured workflow for document review and collaboration.
  • Putting documents on hold allows for further discussion or clarification before proceeding with approval or rejection, ensuring accuracy and completeness of information.
  • Approving documents moves them forward in the review process, while rejecting them sends them back for revisions, maintaining a systematic approach to document management.
  • Utilizing the ‘on hold’ feature creates a separate space for documents needing additional attention, streamlining the review process and enhancing collaboration with stakeholders.