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. Summary field
    2. In the Due Date field, set a due date. Due Date field
    3. (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.
    4. Select a workflow. For more information, see Assignment Workflows.
    5. For each workflow step, select the user you want to complete the step.

      Expected Result
      Users are assigned to each workflow step.
    Step Information
    Note:By default, if you select more than one user, all users will be notified when their step becomes active, and one user will have to claim the step to complete it.
  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.