To create, modify, or delete an action reason list for a signature-required task template, complete the following steps.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, under Select Department, select Cross Department Settings from the list.
- In the left pane, click Digital Signatures.
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In the right pane, on the Reason Lists tab, perform one of the following
actions, depending on the situation.
Situation Steps Create a reason list - Click New.
- In the Reason List dialog box, on the General tab, type a name and optional description.
- Verify that the Is active check box is selected to make the list available for assignment.
- Optional. On the List Members tab, in the Available list, create, modify, or delete reasons.
- On the List Members tab, in the Selected list, add, remove, or rearrange reasons.
- Click OK.
Modify a reason list - Click Modify.
- In the Reason List dialog box, on the General tab, change the name or description.
- To enable or disable the list, clear or select the Is active check box.
- Optional. On the List Members tab, in the Available list, create, modify, or delete reasons.
- On the List Members tab, in the Selected list, add, remove, or rearrange reasons.
- Click OK.
Delete a reason list - Select a reason list and click Delete.
- In the Delete Reason List confirmation box, click Yes.