Create a signing task - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To create and assign a signature required task for a document, complete the following steps.

1. Open the document for which you want to create a signing task.
2. In ImageNow Viewer, click View > Tasks.
3. On the Tasks toolbar, right-click the New signing task button and select the signing task template you want.
4. In the New Task dialog box, on the Assignments tab, assign the signing 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:
   • Document. Creates a task for a document. This is the only available option for non-raster images, such as a Word documents.
   • 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.