View, Manage, or Forward Leave Documents

Manage Documents

1. On the Leave of Absence Case Editor page, expand Documents.
2. Select Manage.

3. On the Manage Documents panel select one of the following actions from the drop-down:

   Note: The first action is always to generate the document. Once the document is generated other actions may be taken.

   • Generate new version — Select one or more documents and then select Apply.
   • Change status/due date — Select one or more documents and then complete the following:
     1. (Optional) Select a status from the drop-down and enter or select a Status date from the calendar .
     2. (Optional) Enter or select a Due date from the calendar .
   • View — Select one or more documents and then select Apply.

Forward Documents

Note: Documents are sent as a word document attachment. If more than one document is sent they are zipped.

1. On the Leave of Absence Case Editor page, expand Documents.
2. Select Forward.
3. On the Forward panel:
   1. Select one or more document.
   2. Select one or more recipients.
   3. (Optional) Change the Subject or Message.
   4. Select Forward.