Create an Action for a Document in Smart 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 do not have Smart View enabled, see Create an Action for a Document in Classic View.

To create an action for a document in Smart 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. Click > Edit Document Properties for the document that you want to add an action to.
4. On the Edit Properties window, click the Actions tab.
5. Use the available fields to enter the details of the action. For information, see Contents of the Action Add/Edit Screen.
6. Click Save, and then click Publish.

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