Send Attachments for Document Approval Using Task Conversations

Use the Tasks submodule to send attachments for document approval using task conversations.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To send attachments for document approval using task conversations:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task conversation that you want to use to send attachments for document approval.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight the task conversation that you want to use to send attachments for document approval and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Send Attachments for Document Approval.
7. In the Select Attachments for Document Approval... dialog box, specify the required information and click OK.