Assigning a Document Set
To assign a document set:
- Navigate to the Assign Document Set Page
From the Document Sets page, select the Assign Document Sets button.
- 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 VAT Invoice 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.
Last Published Wednesday, July 10, 2024