Assigning a Document Set

To assign a document set:

Navigate to the Assign Document Sets Page
From the Assign Document Sets page, select one or more organizations. Select the check box at the top of the table to choose all available organizations.
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 organizations you selected on the Assign Document Sets page, you may see two drop-down lists, one for on-system and one for lien waiver only organizations.
- 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 organization displays in Assigned Document Set column.
- A New Document Sets Assigned message displays at the bottom of the page.