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:
- From the top menu bar, click on the Assign To button and a new Assign To window will open.
- 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.
- 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.
- Once clicked on the Assign button, the confirmation message will pop up
Reassign document was successfully done.