Using the Inbox in v5.0

Using DocuNECT v5.0


Table of Contents

Role Tasks

Role tasks are tasks that have be assigned to your role. Everyone in your role can access the same list of role tasks. On clicking on a role task it will prompt you to put it in you My Tasks inbox.

My Tasks

The my tasks list all tasks that have been assigned to you. You will also receive an email notification when you receive a task, however, email notifications can be switched off in your My Account settings. The task list shows who the task name, the instruction, who the task is from, the priority and also when it was received. If the task priority is high the task item will be red.

inbox.png

There are three different types of tasks:

  • Notification - This task type is used for notifications only.
  • Approval - Approval tasks allow you to either approve or reject the task.
  • Signature - Signature tasks also allow you to approve or reject, but approval also requires an electronic signature (username, password, and reason for signing).

Click on the tasks to display it. Each task packet has the following sections:

  • Task Details - The task information at the top display the main document link, which is the document associated with the workflow.
  • Additional Links - Additional documents, or links, that support the task decision.
  • Comments - Allows you to add comments to provide feedback during the workflow process.
  • Process History - Allows you to review which users have also provided input to the workflow process.
task.png