Hitachi Astemo Sellside- Document Management Tab 1

How to process your documents?

Receive email notification

  • You will receive email notification about new documents. please make sure your email is setup correctly in the user account.

Open document from email

  • Click on the provided link in the email to access the new document directly.

Document Details Tab

  • Navigate to the "Document Details" tab to view essential information.
  • Check document details like description, status and attachments (if available)

Confirm Document

  • Click the "Change" button to select the document status (different status are explained below)
  • Once the status is selected, proceed by clicking on "Send Feedback."
  • the document is displayed in the Open/new tab with the response status accepted

Document status

In Process
Confirmation of receipt for your customer.

Accepted
The document or its changes have been accepted.

Rejected
If rejecting a document, provide a justified comment.

Not Relevant
Mark a document as "Not Relevant" when applicable.

Differentiate between statuses to understand the document's progress and take necessary actions.


By following these steps, you can efficiently manage and process documents, ensuring clear communication and tracking of document statuses.

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