Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Control the process of working with documents

Kanban view is a way of displaying documents on different work stages. Thanks to this view, employees will always know which document is at the stage of approval and whom they need to call to remind about document signing. This tool will be especially useful for companies that work with a large number of documents.

Go to the Bitrix24.Sign section in the main menu and select the Kanban view.

Kanban stages are already set by default, but you can customize them.

Click on the pencil icon to change the stage name, color or delete unnecessary columns.

Hover your mouse over any stage and click on the plus sign to add a new stage.

The document form can be moved to any of the stages.

Use the filter to quickly search for a document. Click on the search bar and select the field values.

Create your own filter and save it. For example, set up tracking by responsible person. This method will help employees understand which documents to work with. It will help managers control the work of employees.

You can also search for a document using the search bar. Enter a word or a part of it.

You can configure form fields. Click the settings icon - Kanban settings and select the Configure view form fields option.

Select fields and save changes.


Read also:


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
Bitrix24.Sign access permissions Create and send an electronic document for signing How a first-party director signs an electronic document Bitrix24.Sign in CRM Document integrity check Automation in Bitrix24.Sign Bitrix24.Sign Contacts of signing parties Example of using Bitrix24.Sign How the client signs an electronic document