Procedures for doing a handover (predecessor)
- Put a check by the recipient you want to hand over
- Click "Hand over to colleague".
- Enter "Colleague to hand over to" and "Colleague's email".
The successor will receive a request email from Bill One. - Click "Send handover email".
- Click "Yes".
"Sent." will be displayed when the process is done.
The handover is now complete.
Procedures for receiving a handover (successor)
- Click "Start the handover procedure" in the email from the predecessor.
- Check the company name, person's name, and email on the displayed page.
- Edit the information as necessary.
- If you already have an account, click "Already have an account?" and finish the handover by logging in.
- Click "Create account".
The handover is now complete.