Create an Action for a Document in Classic View

You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed at a set date, or to arrange a follow-up call after you send a document to a contact via email.

If you have Smart View enabled, see Create an Action for a Document in Smart View.

To create an action for a document in Classic View:

1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
2. Search for the document.
   For information, see Search for Documents.
3. In the document information pane at the bottom, click the Actions tab.
4. Click .
5. On the Action Add window, enter the details of the action.
   All mandatory fields are highlighted in red. For information, see Contents of the Action Add/Edit Screen.
6. Click Save.

Actions are also automatically created when you send documents from PIM to one or more recipients via email.