Take charge of a document or assign it to others

Taking charge of a document means "declaring" to colleagues that we are committed to carrying out the necessary work.

Assigning a document to others can be useful to distribute workloads within the same office or redefine responsibilities.

Taking charge is an activity that is carried out by the user himself who takes charge of the necessary work, while the assignment is an activity that a user does towards other users.

Following the usage specifications:

1) Taking charge

Management can be carried out within the document:

 

or from the Actions button next to the document in the list:

 

or by selecting the document (s) in the list and using the multiple functionality in the top bar:

 

the documents taken in charge by you appear in the list in the following way:

 

while those taken in charge by colleagues have the following display:

 

2) Assignment

The assignment can be made to the single person or to the office.

It can be done in the document:

 

or from the Actions button next to the document in the list:

 

or by selecting the document(s) in the list and using the multiple functionality in the top bar:

 

The document assignment interface presents the company organization chart (people and offices), a description field of the activity and a date:

 

When the activation date expires, the system will generate a reminder for the assignee(s):

 

We remind you that you can always transfer an assigned document to others or release a document taken over.