Send Attachments for Document Approval Using Task Conversations

Use the Tasks submodule to send attachments for document approval using task conversations.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To send attachments for document approval using task conversations:

1. On the main toolbar, click Jobs .
2. In the left pane of the Jobs page, click Jobs List and highlight the job associated with the task conversation that you want to use to send attachments for document approval.
3. In the left pane of the Jobs page, click Tasks.
4. On the Tasks page, click the Tasks tab.
5. In the grid, highlight the task conversation that you want to use to send attachments for document approval and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Send Attachments for Document Approval.
7. In the Select Attachments for Document Approval... dialog box, specify the required information and click OK.