Manage action reason lists for a signature required task template - 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 create, modify, or delete an action reason list for a signature-required task template, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, under Select Department, select Cross Department Settings from the list.
  3. In the left pane, click Digital Signatures.
  4. 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
    1. Click New.
    2. In the Reason List dialog box, on the General tab, type a name and optional description.
    3. Verify that the Is active check box is selected to make the list available for assignment.
    4. Optional. On the List Members tab, in the Available list, create, modify, or delete reasons.
    5. On the List Members tab, in the Selected list, add, remove, or rearrange reasons.
    6. Click OK.
    Modify a reason list
    1. Click Modify.
    2. In the Reason List dialog box, on the General tab, change the name or description.
    3. To enable or disable the list, clear or select the Is active check box.
    4. Optional. On the List Members tab, in the Available list, create, modify, or delete reasons.
    5. On the List Members tab, in the Selected list, add, remove, or rearrange reasons.
    6. Click OK.
    Delete a reason list
    1. Select a reason list and click Delete.
    2. In the Delete Reason List confirmation box, click Yes.