Selecting Documents
Some overflow actions require a user to select jobs/tasks from the table view. Users may select Documents from any tab via:
Selecting all Documents (rows) shown within the current table
This will be affected by page size and/or any filters applied
The same button can be used to deselect all
Manually selecting a Document
The same button can be used to deselect
Assign Documents
This action allows users to modify assignees. Documents cannot be modified if they are in a Completion status type.
Select a user from the dropdown list of users within the project
Click Apply
⚠️ Important
Documents selected that are in a ‘Completion’ status category will be skipped when this action is applied.
Assignment emails will be sent with this action
This can trigger Automations if an event is triggered