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The Documents screen in PEXA is where you create, view, edit and sign all your documents for a selected Workspace.
Documents in PEXA include:
To view more information about each Document, click on the Document row and a summary will display.
We have been invited into a workspace, and the other subscriber (who has created the documents) has asked us to review the documents. However, we can't open the documents in the documents screen, and can only view the details pertaining to them.
It would be helpful to have a summary of the different roles in a PEXA workspace & what documents are viewable to each. We are also experiencing the same issue as #JB_Legal where a practitioner will create a document related to a Consent matter (just one example) however depending on the role in the Workspace we may or may not be able to see the document.
Does a summary of the roles in a PEXA Workspace & what documents are viewable to each exist anywhere or is it possible to create in the training material or online tutorials?