Assign to

This allows users to assign the selected Documents to the specific Auditor or by selecting automatically reassign them randomly between existing auditors.

To Assign auditors, follow these steps:

  1. From the top menu bar, click on the Assign To button and a new Assign To window will open.
  2. Enter the auditor’s name in the search option to find the specific Auditor or check the checkbox that will automatically reassign randomly between existing auditors.
  3. Click the Assign button to assign an Auditor to documents or click the Cancel button to discard the changes.


    Note: The Assign To button will be available to take action if the document is selected from the below Grid view or Document view.

  4. Once clicked on the Assign button, the confirmation message will pop up Reassign document was successfully done.