Create a document task with a folder association - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

You can create tasks for the documents in a folder. To create a document task with a folder association, complete the following procedures.

1. Open the folder.
2. In Folder Viewer, click File > Options.
3. In the Folder Viewer dialog box, under General, select one or both of the following options:
   • Open the documents in this folder in an associated viewer check box to open folder documents in ImageNow Viewer.
   • Optional. Dock the associated viewer check box to attach the viewer to Folder Viewer.
   This feature is available only when you select the Open the documents in this folder in an associated viewer check box.
4. On the Documents tab, double-click the document you want to create a task for.
   The document opens in the specified method.
5. Optional. To create a task for a specific page in the document, on the Navigate toolbar, in the Page Selection box, select or type a page number.
   Note: If you are creating a task that has a page location, verify that the page that is displayed is the page where you want to create the task.
6. On the Tasks toolbar, perform the following substeps:
   1. Right-click the New signing task, New document deficiency task, or New pointer task button to display the available task templates.
   2. In the template list, click the template you want to use for task creation.
   3. In the New Task dialog box, set your options on the Assignment and Options tabs and then click OK.
7. Optional. To view the tasks you have created in relation to the folder, click the Tasks tab and in the Views box, select All Tasks.
8. Click File > Close.