What ‘Awaiting Approval’ and ‘Ready to Send’ mean

• When viewing the GRATIS Outbox, which can be accessed though the top of every page within GRATIS, you are able to select various options from the drop-down menus: 

• This document is designed as a brief overview of which documents will be shown for each status when selected from the fourth drop down and how different actions performed on a document will change this.

Awaiting Approval

• When you choose ‘Awaiting Approval’ any documents that have been created within a booking that have not yet been approved will be shown in this list; these documents will be sorted by the date and time the document was created on the system with the newest documents shown first.

• To remove a document from the ‘Awaiting Approval’ list go into the document by clicking on the document’s title under the ‘Document’ column and choose either ‘Approve + Email’ or ‘Approve’.

Ready to Send

• Documents that have been approved, using the ‘Approve’ option as shown above will show in this view and will remain in this list until they are sent via the Outbox by clicking on the document title under the ‘Document’ column and choosing ‘Email’

• Documents that had previously been sent via the ‘Approve + Email’ option will not show in this list as they have already been sent via the Outbox.