About administering tasks - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To administer tasks in Management Console, you create task templates for your users.

You can assign one or more users a task on a particular document or folder. You choose the task type that best matches the work that needs to be done. The three available task types are described below.

  • Document deficiency. The document deficiency task type is used to indicate when a document is missing or is incomplete.
  • Pointer. The pointer task type is used to draw attention to a specific document or folder location for further action.
  • Signature required on document. The signature required on document task type is used when a user needs to digitally sign a document. To use this task type, a Document Management Suite license is required.

Task template security allows you to determine the roles your users have when working with tasks. You can also manage reasons and reason lists for the task templates.

Signatures required on document tasks created in Management Console are available for processing in Interact Desktop. In Interact Desktop, you can Complete, Return, or Skip a Signature required on a document task.