How to assign a document to another team member
You can assign a document to a team member to action in multiple ways. Firstly, the document dashboard will show you who the document is assigned to, if anyone. You can also filter the dashboard based on the assigned team member.
Next, click into the document, and you can click Assign at the top of the document to assign it to an individual or team (they will also need to be on Anima).
You can also assign multiple documents in one go (they have to be in 'Processed' already) by clicking the check box on the documents (left hand column), and then click Assign at the bottom, fill out the form, and those documents will be assigned.
Next, click into the document, and you can click Assign at the top of the document to assign it to an individual or team (they will also need to be on Anima).
You can also assign multiple documents in one go (they have to be in 'Processed' already) by clicking the check box on the documents (left hand column), and then click Assign at the bottom, fill out the form, and those documents will be assigned.
Updated on: 20/10/2024
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