You can check all approval documents, and manage imported, received, and sent documents.

Manage Approval Document

You can check all approval-related documents. You can check details and approval progress of each document and change the approval line or sharing target.

The Manage Approval Document page is laid out as follows.

Area	Description
① Search window	Search for an approval document based on the approval progress status, form, document number, creation date, creator/approval/shared recipient/drafting department, and content conditions Form: You can view documents by selecting one or more desired forms Click to display all forms of the company If you enter a search keyword and the search keyword is included in the form category or form name, it will be highlighted You can search by employee/department when searching with approver or shared recipient When using as a corporate group, you can search by company
② Hide/Show	Hide or unhide selected approval documents from the list Hide: The user page does not display the document, but the admin can view the document in Manage Document. You can't hide documents whose approval is in progress Show: Select a document with a strikethrough and click Show to display the document in the admin and user pages
③ Download	Download the approval document list as an Excel file
④ Include hidden documents	It displays hidden approval documents in the list
⑤ Approval document list	View approval documents as a list and details of each document (See View Approval Document Details) Click Created by to check the information of the document creator

View Approval Document Details

You can confirm details of each approval document and change the approval line or sharing target. You can delete documents when necessary.

The following describes how to check details of approval documents.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. Click the title of the document to confirm.
   • It displays the approval document pop-up window.

The approval document pop-up window is laid out as follows.

Area	Description
① Document details	It displays the details of the approval document Compensation holiday request documents: It displays work result request documents.Click to view the content Absence schedule cancellation/work result request cancellation documents: It displays documents to be canceled
② Turn off notifications/Turn on notifications	Turn notifications related to the document on or off
③ Information Change History	History is displayed for documents whose approval is in progress. Click to check the change history of the document
④ Hide/show approval line	Hide the approval line and sharing information or cancels hiding.
⑤ Approval line summary	It displays a summary of approval lines and approval results in a table if there are approvers (For more information, see Print Document) When signatures are used, it displays the signature of the approval approver, or displays the applicable icon for rejections (Reject and Specify) and delegations
⑥ Approval line	It displays the approval line information of the document View: View the overall approval line of the document and can View agreement separately if necessary Settings: You can add next approvers after this approver. You can add employees and departments. See Add Approval Line Delegate: Search and select the target to delegate approval to Department Approval Line: Before document approval, the department name is displayed under Approver (e.g., Planning Team) After document approval, ‘Department’ is displayed after the approval type (e.g., Agreement Approval - Department), and the employee/department name that approved is displayed under Approver (e.g., Gildong Hong/Planning Team)
⑦ Recipient	(For documents with a recipient) It displays recipient information History: View the change history for the document's recipient or manager Employee/department search: Search for an employee/department to add it as a recipient Include Suborganizations: Select to include a suborganization when adding a department as a recipient
⑧ Sharing status	Change the sharing status of the document. Changes are immediately reflected upon clicking and a sharing notification is sent Share to All: Share the document to all users Share to Selected: Share the document to only the selected users, and you can add a sharing target or delete the existing sharing target by searching for the employee or department When sharing with a department, if you select ‘Include Suborganizations’, members of suborganizations are included If you share by the unit of departments, for new hires or department transfer, the document is shared without changing the sharing targets If you select ‘Enter affiliated members one by one’, all members of the department are displayed one by one
⑨ Document comment	After entering and editing comments on the document, save by clicking OK
⑩ Delete	This item is only displayed if document approval is complete (See Delete Approval Document)
⑪ Print	See Print Document

Delete Approval Document

The following describes how you can print documents.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. Click the title of the document to print.
   • It displays the approval document pop-up window.
4. Select the print options in the approval document pop-up window, and then click ‘Print’.
   • Approval line summary: Summarizes and prints the approval result as a table at the top of the document.
   • Agreement approval line: This item is only displayed if the agreement approval line is included in the approval line. Includes agreement approval in the approval line summary area if selected.
   • Include signature: This item is displayed if the admin sets to use signature. Includes the approver's signature in the approval line summary area if selected.
     • Prints the signature image of each individual at the time of document creation. Signature images changed after saving the document do not apply when printing the document. They apply to the next document.
     • Signatures can be displayed as a stamp or signature image format. For registration of signature images, see Manage Signature.
     • If the signature image is not displayed
     • Default image displayed: Approver who did not register the signature, approver who rejected/approval rejected and sent back by another approver/approver who delegated
     • Diagonal line (/) displayed: Approval who showed consent to arbitrary decision
   • Approval line: Prints the approval time and approval comment of each approver at the bottom of the print page. If cleared, the approval comment and shared comment are also excluded from printing.
     • Approval Comment: Prints the approval comment of the document.
   • Shared Comment: Prints the shared comment at the bottom of the print page.
   • Receipt: Receipts can be printed for expense settlement request documents.
   • Received Original Document: This is a print option displayed for a document created with the General Document (Receipt) form. Select to print with the original document included.
   • Recipient: This is a print option displayed for a form with a recipient. Select to print with the recipient information included.
   • When printing a document, the company logo image can be printed at the bottom of the document.
     • The company logo image will be displayed if you have registered the logo image in the 'Manage Company Logo and Color' in Admin.

Delete Approval Document

You can delete completed approval documents and data included in documents.
Check the history and reason for deleting documents in the ‘Business Support Settings > Security > Approval Document Deletion Status’ menu.

General documents before closing, certificates, expenditure resolution report, work plan requests, expense plan requests, and other documents created with the user setting form can be immediately deleted. You can only delete closed documents by canceling closing or confirmation as follows.

• Close annual leaves: The period to request the annual leaves used in the previous year is defined based on the settings in ‘Attendance > Absence > Manage Annual Leave Method’. Expired annual leave request documents can be deleted after asking the attendance admin to change the annual leave usage period.
• Close work hours: The work result request documents with fixed work records on the base date can be deleted after asking the attendance admin to cancel the confirmation.
• Close accounting slips: Expense settlement documents and expense resolution application documents whose business slips have been closed on the date of use can be deleted by requesting the accounting manager to change the closing status to 'Open'.
• Close fixed assets: Expenditure resolution documents for which the fixed assets of the business have been closed on the date of use can be deleted by requesting the accounting manager to change the closing status to 'Open'.

The following describes how to delete approval documents.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. If necessary, enter the search conditions in the search window, and then click ‘Search’.
   • Select ‘include hidden documents’ to also view hidden documents.
4. In the list of approval documents, click the title of the document to be deleted among documents that completed approval.
5. Click ‘Delete’ from the approval document pop-up window.
6. Enter the reason for deleting, and then click ‘OK’.
   • The approval document is deleted. You can check the history and reason for deletion in ‘Business Support Settings > Security > Approval Document Deletion Status’.

Click ‘Hide’ to hide the document from the list without deleting it.

The following will be automatically reflected based on the type of document that has been deleted.

Deleted Document	What is reflected
Annual/Special Leave	Restore annual leaves or days of leave used
Family Event Leave/Business Trip	Restore days of leave used and reverse family event expense/business trip expense accounting slips paid
Certificate	Delete certificate issuance history
Work Plan Request	Delete the plan request history
Work Result Request	Delete hours entered for clock-in/clock-out/break/outside work other than the attendance check and recalculate cumulative work hours
Expense Plan	Delete the plan request history and restore the budget
Expense Settlement	Delete the settlement request history, recover the budget, and reverse accounting slips
Expenditure Resolution Report	The expenditure resolution application details are deleted and the budget is restored. (When using Accounting) If the expenditure resolution request type is "Asset Acquisition," the slip is deleted and the registered fixed asset is deleted
Forms created by company	Delete the work document history

Manage Imported Document

You can use the Import Data to check and manage documents imported from external solutions.

The Manage Imported Document page is laid out as follows.

Area	Description
① Search window	Search imported documents based on form, creator/approver/shared recipient, title, document number, and period conditions
② Delete	Delete the imported document selected When a document is deleted, it is also deleted on the page of the user who shared the document
③ Download	Download the imported document list as an Excel file
④ Imported document list	View imported documents as a list Click the Title to view details of the documents (See View Approval Document Details) You can add a shared recipient of the document or change the sharing settings

Manage Received Document

You can manage all received documents. You can check the receipt status per document status. For a recipient with no manager specified, the admin can specify a manager on behalf of users.

The Manage Received Document page is laid out as follows.

Area	Description
① Search window	Search the document based on the status, document number, period, and receipt (recipient, manager) conditions When using as a corporate group, you can search by selecting the company in the receipt field
② Document list	It displays the list of received documents
③ Document status	It displays the status of received documents For the same sent document, receipt status is displayed per recipient (See theInbox Document Status table.)
④ Sent documents	It displays information of sending (original document) Document: It displays the original document number. Click to view the document details (See View Sent Document) Creation Date: It displays the creation date of the original document Completion Date: It displays the approval completion date of the original document Sender: It displays the sender and approver of the original document
⑤ Received documents	It displays the receipt information Recipient: It displays the list for each set recipient Manager: It displays the receipt manager Specify: It is displayed for a department with no manager specified. Click to ask the admin to specify a manager (See Specify Manager) Change: If it is a department recipient with a specified manager and the manager hasn't accepted the document, you can click it to change the manager (See Specify Manager) Click to specify the manager and view change notes Registration Date: It displays the document receipt date according to the receipt time settings In case of Receipt During Document Creation, the creation date of the original document is displayed. In case of Receipt After Document Completion, the completion date of the original document is displayed Acceptance Date: It displays the acceptance (returned) date of the document Return: The admin can click it to return the document (See Return) Document: It displays the ongoing document number. Click to view the document (See View Ongoing Document) Creation Date: It displays the creation date of the ongoing document Completion Date: It displays the approval completion date of the ongoing document It displays the acceptance date in case of Complete Receipt With Acceptance
⑥ Number of displayed items	Set the number of documents to be displayed on a single page of the list

Specify Manager

For a recipient with no manager specified, the admin can specified a manager on behalf of users.

The following describes how to specify a manager.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. If necessary, enter the search conditions in the search window, and then click ‘Search’.
   • The list of received documents that meet the entered conditions is displayed.
4. Click ‘Specify’ for the document to specify a manager.
5. In the pop-up window, enter the name of the employee to be specified as the manager and click .
6. Select an employee from the search result.
7. If necessary, fill in the note for manager specification.
8. Click 'OK'.
   • The employee specified as a manager will receive an email.

Return

A received document that has not been accepted can be returned by the admin on behalf of users.

The following describes how to return a document.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. If necessary, enter the search conditions in the search window, and then click ‘Search’.
   • The list of received documents that meet the entered conditions is displayed.
4. Click ‘Return’ for the document to return.
5. Click 'Yes'.
   • The document returned by the admin is deleted from the inbox of the corresponding recipient and from the admin's Manage Received Document list.

Manage Sent Document

You can check the receipt status of all sent documents. A document not yet accepted by a recipient can be retrieved by the manager

The Manage Sent Document page is laid out as follows.

Area	Description
① Search window	Search the document based on the status, document number, period, and receipt (recipient, manager) conditions When using as a corporate group, you can search by selecting the company in the receipt field
② Document list	It displays the list of sent documents
③ Document status	It displays the status of sent documents For the same sent document, receipt status is displayed per recipient, (See the Outbox Document Status table)
④ Sent documents	It displays the information of sending Document: It displays the sent document number. Click to view the document (See View Sent Document) Creation Date: It displays the creation date of the sent document Completion Date: It displays the approval completion date of the sent document Sender: It displays the sender and approver of the sent document
⑤ Received documents	It displays the receipt information Recipient: It displays the list for each set recipient (individual or department) If the recipient is an individual, then the employee name is displayed If the recipient is a department, then the department name is displayed.If Include Suborganizations is enabled, then the department name includes suborganization. Manager: It displays the receipt manager If the recipient is an individual, then the person is displayed If the recipient is a department, then the specified manager is displayed. If no manager is specified, then no information is displayed Registration Date: It displays the document receipt date according to the receipt time settings In case of Receipt During Document Creation, the creation date of the sent document is displayed. In case of Receipt After Document Completion, the completion date of the sent document is displayed Acceptance Date: It displays the acceptance (returned) date of the document. If the document has not been accepted (pending receipt/sent document in progress/received and returned), then no information is displayed Document: It displays the ongoing document number. Click to View Ongoing Document If the document has not been accepted or the ongoing document has not been reported yet, then no information is displayed. If the document has been accepted with Complete Receipt with Acceptance, then no information is displayed Creation Date: It displays the creation date of the ongoing document Completion Date: It displays the approval completion date of the ongoing document
⑥ Manage	View History: Click to view the receipt history (See View History) Retrieve Sent Document The admin can click it to retrieve a document that has not been accepted (See Retrieve Sent Document)
⑦ Number of displayed items	Set the number of documents to be displayed on a single page of the list

Retrieve Sent Document

A sent document not yet accepted by a recipient can be retrieved by the admin on behalf of users.

The following describes how to retrieve a sent document.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Manage Approval’ in the pop-up window.
2. Click ‘Document Box > Manage Approval Document’ from the menu.
3. If necessary, enter the search conditions in the search window, and then click ‘Search’.
   • The list of received documents that meet the entered conditions is displayed.
4. Click ‘Retrieve Sent Document’ for the document you want to retrieve.
5. Select the scope of recipient for the retrieval in the pop-up window.
   • Only retrieve from the applicable recipient: Document is only retrieve from the selected recipient and deleted from the inbox of the recipient.
   • Retrieve from all recipients (for only the recipient that has not accepted the document): Document is retrieved from all recipients that have not accepted the document and is deleted from the inbox of all such recipients.
6. Click 'OK'.