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Document Assignee

Alex Hom avatar
Written by Alex Hom
Updated over 2 months ago

Documents can be assigned to users within the project.

โš ๏ธ Important


  • Assigning a user to a Document will send an Assignment Email, notifying the user that the document has been assigned to them.

  • Assignment can only be updated if the Document is NOT in a completed status.

  1. Click on the 'Assign Person' component

  2. Select a User from the dropdown list

    1. Dropdown list will only display a maximum of 10 users of the project

    2. Users can search for names that do not appear

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