Create a pointer task - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

To create a new pointer task for a document or folder, complete the following steps.

  1. Open the document or folder for which you want to create a pointer task.
  2. In ImageNow Viewer, click View > Tasks.
  3. On the Tasks toolbar, right-click the New pointer task button and select a pointer task template.
  4. In the New Task dialog box, on the Assignments tab, assign the pointer task to one or more users or to a group.
  5. On the Assignment tab, under Location, select one of the following locations to place the task.
    • Folder. Creates a task for a folder.
    • Document. Creates a task for a document.
    • Page without a visual representation. Creates a task for a page in a document with no visual representation.
    • Page with a visual representation. Creates a task, along with a visual representation, for a page in a document.
  6. In the Start date box, set the start date for the task.
  7. In the Due date box, set the due date.
  8. On the Options tab, set the task options.
  9. Click OK.
  10. Optional. In the confirmation dialog box, click OK and drag the visual representation to the location you want on the document. The dialog box appears when you select Page with a visual representation under Location.