Details

    • Type: New Feature
    • Status: To Do
    • Priority: Medium
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: Multiple Signer
    • Labels:

      Description

      Overview:

      Allow DMS user to update/edit the document approval template.

      Entry Criteria:

      1. User enters DMS platform via link or consuming application.
      2. User navigates to email template.

      Acceptance Criteria:

      1. User shall be able to make changes to the offer letter via the template and send back to approvers in the process.
      2. If I navigate to the email template, I am able to update the verbiage of the template that will be sent throughout the approval process.

      Exit Criteria:

      1. DMS user hits 'Save'.
      2. DMS user exits the DMS platform.

      Prerequisites:

      1. User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      2. User knows how to access portal either by link or within CB application.

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            Activity

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

            Hi Samir,

            Reviewed these requirements and we need this functionality with Offer Letter for Fall release.

            Adding for UX to provide any visuals that are needed as there has to be a chain of approval and rejections for offer letters.

            -Robert

            cc: ShashiKant Mishra and Kristen

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Hi Samir , Reviewed these requirements and we need this functionality with Offer Letter for Fall release. Adding for UX to provide any visuals that are needed as there has to be a chain of approval and rejections for offer letters. -Robert cc: ShashiKant Mishra and Kristen
            Hide
            aruna.raheja Aruna Raheja added a comment -

            Robert Malony : Kindly check the attached mockups.

            CC: ShashiKant Mishra Kristen Samir

            Show
            aruna.raheja Aruna Raheja added a comment - Robert Malony : Kindly check the attached mockups. CC: ShashiKant Mishra Kristen Samir
            Hide
            Robert.Malony Robert Malony (Inactive) added a comment -

            Looks good Aruna Raheja!

            -Robert

            cc: Samir and Kristen

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Looks good Aruna Raheja ! -Robert cc: Samir and Kristen
            Hide
            aruna.raheja Aruna Raheja added a comment -

            Thanks Robert Malony.

            I am closing the CBUX ticket now.

            CC: Samir and Kristen

            Show
            aruna.raheja Aruna Raheja added a comment - Thanks Robert Malony . I am closing the CBUX ticket now. CC: Samir and Kristen

              People

              Assignee:
              samir Samir
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              3 Start watching this issue

                Dates

                Created:
                Updated:

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