Tracking my Projects

From the DiliTrust homepage, quickly access your projects in progress and those that require an action from you, as long as you have the proper access rights.

To learn more about access rights, see the dedicated article.

Being able to quickly access your current projects and required actions, reduces the duration of the contracting process by quickly identifying contracts that are taking too long to be approved and signed, and the steps to be taken to move on to the next approval/signature stage (reminder, etc.).

In this article, we will learn more about:

• The Projects tab
• My required actions

The Projects tab

In the Projects tab, at the top right of the DiliTrust homepage, look up your documents that have an active workflow — this includes internal review, external review, validation, signature and manual signature (only if the workflow is run in DiliTrust). You can see the projects in progress no matter who started the process, as long as you have the necessary access right to the document.

Drafts and Projects: why a document can appear in both

The Drafts section and the Projects section rely on two independent criteria:

• Drafts lists documents that are still being edited.
• Projects lists documents that have an active workflow (internal review, external review, validation, signature or manual signature).

Because these two criteria are independent, a document can appear in both sections at the same time when it is still being edited and already has an active review, validation or signature workflow.

Once you finish drafting (when you prepare the document for a workflow or send it for signature), the document leaves the Drafts section. It stays in Projects until its workflow is completed (for example, once it is signed) or is no longer active.

Once in your project space, you can visualize all your projects in progress. 

Your Projects tab is divided in 3 sections:

• My projects: Projects you launched
• My team: Projects launched by your team
• Other: Projects launched by other members of your environment. You must have access to the documents to see the project

Click on a document to open it.

By default, DiliTrust shows the following information concerning the contracts:

• Name: Indicates the name of the document;
• Type: Indicates what kind of document it is (Service provision agreement, commercial lease, etc.);
• Status: Indicates the contract's progress; (Active, signed, Expired, etc.)
• Waiting for: Indicates the next user that needs to perform a task in order for the document to reach the next step;
• Pending: Indicates the number of days since the last update.

To learn more on contracts statuses, see the dedicated article.

You can customize the columns, to get more information, by choosing other attributes, in the drop-down list, at the top right.

To learn more on how to personalize columns, see the dedicated article.

• Launched by: Indicates the person who started the project 
• Launch date: the date the project was started
• Actions: triggering a task for other users. Find action expected of you and other users. You can send reminders from this column.
• Uploaded date: The date the document was uploaded on;

My required actions

Unlike the projects section which gathers all the actions that must be done on the different documents you have access to, your list of actions to do, concerns only you, and the different actions, expected from you.

You will find this list from your home page. To know more about it, read the dedicated article.