Question:
How to complete a task sent to multiple documents in Vault PromoMats and Vault Medical?
Answer:
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.
Note: Depending on the workflow configuration, the user may lose permission to view the documents immediately after completing the overall workflow 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?
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