Take action on an assignment

You can take action on a document assigned to you directly from the Assignments page. The actions that are available for an assignment depend on how the workflow process was configured by an Administrator.

  1. Click the plus sign next to an assigned document to display the task buttons associated with that assigned document.

  2. Click a task button to take the action associated with that button.

    You can preview a document before taking action on it from the Assignments page or open the document in a Viewer and take action on it there. See Preview a document from the Assignments page and View an assignment in a Viewer for more information.