Create a document deficiency task template overview - 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

Document deficiency task templates define the structure of document deficiency tasks, which indicate when a document is missing or incomplete. To create and define a document deficiency task template, complete the following sequence of procedures.

  1. Create a document deficiency task template.
  2. Define task template properties.
  3. Define task template components.
  4. Optional. Define task template actions.
  5. Define task template assignments.
  6. Define task template reasons.
  7. Define task template due date method.
  8. Define task template security.