Quick Guide

There are 2 different ways to finalise your document:

• Completing and finalising your document without saving as a draft at the time it's created or;
• Finalising your document after it has been saved as a draft

1. After you have completed the letter - choosing Save and Finalise
2. The letter will go the Document Signing for the Clinician to sign

OR

1. Saving a letter using the Saved as Draft button
2. Retrieve the letter from Document Finalisation on the toolbar
3. Choose either Reassign, Finalise or Reject
4. The letter will go the Document Signing for the Clinician to sign