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  1. Document Management System
  2. DMS-1279

CBAT : Replacing Already Assigned Documents

    Details

      Description

      Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?

      Ability to do the following on the document sent to a candidate.

      • Replace
      • Delete
      • Rename

        Attachments

          Activity

          Hide
          Robert.Malony Robert Malony (Inactive) added a comment -

          BETA-440

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - BETA-440
          Hide
          Robert.Malony Robert Malony (Inactive) added a comment -

          This will be a new scope ticket.

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - This will be a new scope ticket.
          Hide
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          Created another ticket for resending documents : DMS-1390

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - Created another ticket for resending documents : DMS-1390
          Hide
          samir Samir added a comment -

          Hi Priya Dhamande

          Please test archive for this

          Regards,

          Samir

          Show
          samir Samir added a comment - Hi Priya Dhamande Please test archive for this Regards, Samir
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: Preprod
          Login: Admin and Candidate

          Steps:
          1. Admin Login
          2. Send Document > Preview
          3. Send
          4. Now, Template Library > Select Sent template
          5. Candidate login > All instances of template are removed.

          Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page.

          Samir Hrishikesh Deshpande Rohan J Khandave Ganesh Sadawarte Narendra Kumar

          Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Preprod Login: Admin and Candidate Steps: 1. Admin Login 2. Send Document > Preview 3. Send 4. Now, Template Library > Select Sent template 5. Candidate login > All instances of template are removed. Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page. Samir Hrishikesh Deshpande Rohan J Khandave Ganesh Sadawarte Narendra Kumar Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave
          Hide
          rohan.khandave Rohan J Khandave (Inactive) added a comment -

          Hello Samir,

          Can you please review comments from Priya Dhamande.

          Let us know further action.

          Thanks,
          RohanK

          CC – Satya 

           

          Show
          rohan.khandave Rohan J Khandave (Inactive) added a comment - Hello Samir , Can you please review comments from Priya Dhamande . Let us know further action. Thanks, RohanK CC – Satya    
          Hide
          samir Samir added a comment -

          Once the template is archived or cancel using the Screen or API all references to that document should be removed

          Regards,

          Samir

          Show
          samir Samir added a comment - Once the template is archived or cancel using the Screen or API all references to that document should be removed Regards, Samir
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: Production
          Login: Admin and Candidate

          Steps:
          1. Admin Login
          2. Send Document > Preview
          3. Send
          4. Now, Template Library > Select Sent template
          5. Candidate login > All instances of template are removed.

          Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page.

          So, marking jira done.

          Hrishikesh Deshpande Sachin Hingole Rohan J Khandave Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Production Login: Admin and Candidate Steps: 1. Admin Login 2. Send Document > Preview 3. Send 4. Now, Template Library > Select Sent template 5. Candidate login > All instances of template are removed. Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page. So, marking jira done. Hrishikesh Deshpande Sachin Hingole Rohan J Khandave Samir

            People

            Assignee:
            Robert.Malony Robert Malony (Inactive)
            Reporter:
            Robert.Malony Robert Malony (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

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