Troubleshoot requirements of paperwork
I need to change the responsible person of Paperwork in order to remove them as an Account Owner
In order to change the responsibility of paperwork, you'll need to start by going to the Paperwork page on the left hand menu. Find the paperworks that have the target user set as responsible, and check the box against each paperwork item if more than one. Use the floating menu to bulk update the responsible person.
I can’t set an approver for paperwork
Only paperwork that is in a Draft state can have an approval layer set. Once a document is Assigned, the user has access and the option for approval is no longer available.
I didn’t get a notification about a paperwork assignment
There may be two reasons for this;
1 - If you assigned yourself paperwork, you will not be sent an email notification
2 - You may have your email notifications set to Off. Update these in your login settings area - https://app.worknice.com/settings
Why can’t I upload a PDF?
Encryption - If you can’t upload your pdf due to encryption, it will need to be removed first. You can open the encrypted file in a PDF product like Adobe Acrobat and remove it there. There are also online tools such as this one - https://smallpdf.com/unlock-pdf
File size - If your file size is larger than 4.5mb it will not upload. PDFs are small file sizes typically, but can be alot larger if they originate as a scanned document or similar. You can compress a PDF file size in a PDF product like Adobe Acrobat