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Available in Classic and VPC
In the Send Pledges menu, you can view added pledges, add new pledges to be sent, modify pledges, and send them.
The Send Pledges screen is laid out as follows.
Area | Description |
---|---|
① Search window | Searches added pledges by status, category, form name, pledge name, and period |
② Add | Adds a new pledge (See Adding Pledges) |
③ Pledge List | Views and manages added pledges (See Send Added Pledges and Manage Pledges) |
Adding Pledges
The following shows how to add a pledge to be sent.
- In the WORKPLACE PC web page, click the [Service Menu] > [Pledge] button.
- Click the Send Pledges menu.
- Click the [Add] button.
- Select the category and form name, and enter the pledge name.
- Search and add the member or department to sign the pledge.
- If Include Suborganizations is selected, the pledge is sent to all members of suborganizations of the selected department.
- If substitute characters are applied to the pledge form, click the [Upload File] button to upload the substitute character file.
- Click the [Download Sample File] button to download the substitution character upload form.
- The comma is only applied if the cell type of the substitution characters is specified as Number in the Excel upload.
- Click the [Save] button.
- The added pledge is saved and displayed in the list.
The added pledge is not sent automatically. Make sure to send manually by referring to Send Added Pledges.
Send Added Pledges
The following shows how to send added pledges to the signer.
- In the WORKPLACE PC web page, click the [Service Menu] > [Pledge] button.
- Click the Send Pledges menu.
- In the pledge list, click .
- Designate the settings in the Settings pop-up window, and then click the [OK] button.
- To deliver the pledge immediately, select Immediate Delivery and designate the signature expiration date. The pledge will be delivered immediately.
- To deliver the pledge on a designated date, select Reserve and designate the signature start date and signature expiration date. The pledge will be delivered on the designated signature start date.
Manage Pledges
You can confirm, modify, or delete details of added pledges.
Confirm Pledge Details
To confirm details of pledges, click in the pledge list.
- Go to the Pledge Status screen.
- For more information about the Pledge Status screen, see Pledge Status.
Edit Pledges
If the pledge status is Not Sent or Scheduled for Delivery, you can edit the content of the pledge.
The following shows how to edit pledges.
- In the pledge list, click of the item to be edited.
- Apply the edited content, and then click the [Save] button.
- The edited content is saved.
Delete Pledges
If the pledge status is Not Sent or Scheduled for Delivery, you can delete the pledge.
- Deleted signature requests can't be recovered. Please delete with caution.
- If the pledge status is Complete or Deletion Requested, the pledge can't be deleted in the Manage Pledges menu. See Delete Pledges and delete pledges individually in the Pledge Status menu.
The following shows how to delete a pledge.
- In the pledge list, click of the item to be deleted.
- Check the details in the confirmation pop-up window, and then click the [Delete] button.
- The selected item will be deleted.