Assigning a Document Set

To assign a document set:

Navigate to the Assign Document Set Page
From the Assign Document Sets page, select one or more organisations. Select the tick box at the top of the table to select all available organisations.
Select the Assign Document Sets button.
An Assign Document Sets pane opens on the right side of the page.
From the Document Set drop-down list in the Assign Document Sets pane, select an available document set.
Notes:
- Depending on which organisations you selected on the Assign Document Sets page, you may see two drop-down lists, one for on-system and one for statutory declaration only organisations.
- If the document requires serial approval signatures, a message about reviewing your approval method and approvers displays. Select the Learn More link to see a help page with different scenarios surrounding serial approval and the steps you should take when setting up this approval method.
Select the Assign button.
- The panel closes and the name of the document set assigned to the organisation displays in Assigned Document Set column.
- A New Document Sets Assigned message displays at the bottom of the page.