Setting up the next person to handle a document

How to set the next person to handle a document on your Conformio account

Step 1 ‑ Accessing project Files section

Please access the project where the file you want to work on is uploaded, and then navigate to the Files tab.

Setting up the next person to handle a document - Support Center
Accessing project Files section on Conformio.

Step 2 ‑ Opening a file from the project Files list

Once you are on the project Files list, you can navigate to the file you need and click on it. Conformio will open a file preview.

Setting up the next person to handle a document - Support Center
Opening a file from the project Files list on Conformio.

Step 3 ‑ Setting the next person to handle the document from file preview

Once you are on the file preview, please go to the “Next person to handle the document” section on the right configuration panel and set the user you want to be notified after you apply the document changes. Turn on the “Notify the person when you apply settings” option.

When you are all set, don’t forget to save your changes by clicking “Apply settings.”

Setting up the next person to handle a document - Support Center
Setting next person to handle the document from file preview on Conformio.
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