Documents management is a delicate matter for all companies and Mirro handles the entire process, offering you the possibility to manage all users requests from one place.
Generate and operate users documents.
To view all users requests you will need to access the
Documents
module >
All requests section
where you will be able to filter the details according to your needs and perform the following actions:
- Assign to me option which will assign the request to yourself to manage the request later
- Approve requests option which will approve the request giving you the possibility to upload the document generated
- Decline request option which will decline the request offering you the possibility to specify the reason why it has been declined
To generate a document for the request submitted, you will need to access the additional details of the request card. Once the document was generated, it will be downloaded automatically in your local computer to be able to attach it when you will approve the request. By attaching the document you will offer the user the possibility to download it from their documents tab, digitizing your paperwork.
A request can have one of the following status:
- Pending - a request which has been submitted, without being assigned to any user to handle it;
- In progress - a request submitted and assigned to an user to be handled;
- Resolved - a submitted request which has been assigned and resolved;
- Declined - a submitted request which has been assigned and declined by the documents approval manager;
- Cancelled - a submitted request which has been cancelled by the user;