Link quotations, service records and project documents to the correct version and approval request.
Who is this for? Clients and project teams reviewing, commenting, or approving documents for a next step in the process.
Use cases and context
In the case of a release, it is not only important who has consented, but also to what extent. Document, version and technical process must clearly belong together. A later change must not appear as if it was already covered by earlier consent.
Different documents have different purposes. A quotation describes a possible scope of services, a certificate documents work performed and an invoice processes the agreed commercial transaction. These documents should be linked to each other, but not confused.
The approach in detail
- Check the transaction reference and document version. Ensure that the sender, organization, and desired action match.
- Collect questions about the content of the version in question. Specifically name unclear positions so that a correction can be made in a comprehensible way.
- Submit a decision on the intended route. Assign confirmation and approved version for further processing.
Expected outcomes
- Uniquely labeled document versions
- Assignable queries and corrections
- Comprehensible approval of the specific content
- Linked references for later editing
Prepare for an informed decision
Check the recipient, project or order reference, period and the items to be confirmed. In the case of an invoice, the invoice data that was actually agreed upon is added.
Sharing links can contain personal access. Only forward such links in the intended process. In the event of unexpected messages, the request can be independently verified via a known contact.
Questions and answers
Does a release also apply to a later change?
Not automatically. The trial must identify the amended version and, if necessary, resubmit it for review.
What do I do if the position is unclear?
Ask an inquiry with a transaction reference and position reference. This allows the responsible person to check the appropriate version and correct it in a targeted manner.