Sign-Offs

Sign-offs Feature Overview
Check out our On-Demand Sign-offs Feature Training Videos Welcome to the Collaborate On-Demand Sign-offs Feature Series. Collaborate’s Sign-Off Feature ...
Fri, 9 Feb, 2024 at 3:36 PM
Configuring Sign-Off Types
This article will discuss the process of configuring Sign-Off Types. In order to begin using the Sign-Offs feature, you must first configure the vari...
Fri, 9 Feb, 2024 at 3:36 PM
Editing and Disabling Sign-off Types
This article will discuss how to edit and disable existing Sign-off Types. To edit or disable existing Sign-off Types, first navigate to the Sign-off...
Fri, 9 Feb, 2024 at 3:36 PM
Requesting Sign-offs on a Case
This article will discuss the process of requesting a Sign-off for a Case in Collaborate. Case Sign-offs are requested via the case profile page of t...
Fri, 9 Feb, 2024 at 3:36 PM
Requesting Sign-offs on a Service
This article will discuss the process of requesting a Sign-off for a Service in Collaborate. Service Sign-offs are requested via the service profile ...
Fri, 9 Feb, 2024 at 3:37 PM
Reviewing Sign-offs
This article will discuss the process of reviewing Sign-offs that have been requested. Once a Sign-off  has been requested, it will appear on the Rev...
Fri, 9 Feb, 2024 at 3:37 PM
Sign-Offs Feature Demo
Collaborate’s Sign-Off feature allows you to implement a supervisory sign-off process for Cases and/or Services. It's a two-step process, involving ...
Thu, 26 Sep, 2024 at 10:43 AM