Table of Contents
User Guide
Creating an Assignment for a File

Use the Assignments interface to create an assignment for a file and assign users to it.
  1. In the Content Manager, right-click a file and select New Assignment .

    Expected Result
    The Create Assignment window displays and the file is listed in the Resources field.
  2. In the Create Assignment window, complete the following fields:

    1. In the Summary field, enter a summary.
    2. In the Due Date field, set a due date.
    3. (Optional) In the Context Map menu, click Select a context map and select a map to add to the assignment.

      Step Information
      The keys and key definitions defined in the selected context map are applied when viewing topics.

    4. Under the Resources field, click Add Topics , select topics to add to the assignment and click Select.
    5. (Optional) To avoid sending an email notification to the assignees about the assignment, uncheck Send email notification .

      Step Information
      Note:By default this option is checked so the responsible assignees are notified about the assignment. We recommend that you leave this setting checked.

    6. Select a workflow. For more information, see Assignment Workflows.
    7. For each workflow step, select the user you want to complete the step.
  3. Click Create .

An assignment for the file is created. An inbox notification and email are sent to the user(s) responsible for the first step in the workflow.