Create an Action for a Document

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.

To create a document action:

1. Navigate to the Information Zone, or the Documents tab on an entity record.
2. Search for the document.
   For information, see Searching for Documents.
3. In the document information panel 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 the DMS to one or more recipients via email. You can view Document Sent actions in the Mailings tab in the Document Details panel for a document.