How to complete a task sent to multiple documents in Vault PromoMats and Vault Medical?
In the Tasks tab, the user can find the notification to complete the tasks for an Envelope with multiple documents that have been assigned in the same workflow instance.
- Click the blue link to open the Envelope.
- Find the documents inside the Envelope with a pending task each in the panel on the left. Toggle between them to view the content on the right-hand side.
- Click the Document task to indicate an individual verdict for the selected document. Repeat with all documents on the list.
- When there are no remaining documents, Complete the overall workflow task to confirm the individual verdicts.
Vault Help Documentation: Accepting & Completing Document Workflow Tasks
Knowledge Base Article: How to Complete a Task in Vault PromoMats and Vault Medical?