Question:
How to complete a task for multiple documents in Vault PromoMats and Medical?
Answer:
To complete a task with multiple documents, please follow the instructions below:
- Navigate to the Home tab and select All Tasks.
- Click the blue link for the task.
- Find the documents with a pending task in the panel on the left. Toggle between the documents to view the content.
- Enter a verdict for each document.
- Once all the verdicts have been entered, click Complete.
Note: Depending on the workflow configuration, the user may lose permission to view the documents immediately after completing the task.
Related Documentation:
Vault Help Documentation: Accepting & Completing Document Workflow Tasks
Knowledge Base Article: How to Complete a Task in Vault PromoMats and Vault Medical?